A second Trump term would lead to elevated policy uncertainty, while sticky global inflation and China’s uneven economic recovery remain as key risks too.
Politics and monetary policy continue to dominate FX market sentiment and this is unlikely to change in the short-term.
For much of this year the market has assumed that FED would be amongst the most cautious of the central banks when cutting rates. But just recently the momentum has...
Federal Reserve officials have said many times that they need to be confident that inflation is sustainably moving towards the 2% target in order to ease policy.
The pressure on VND may ease up, leading VND/USD rates to fluctuate between 25,300 and 25,700 by the second half of 2024.
There is now a greater than 90% possibility that the Fed will lower interest rates next September. This might continue to boost gold prices next week.
The yen continued to slump with 38-year lows against the US dollar now in place. Even more worrying is the fact that at least one factor that should have enabled the yen...
According to experts, the recent interest rate cuts by the European Central Bank (ECB) and the Bank of Canada (BoC) are important moves that signal a broader trend of...
The improving global economic cycle, broadening earnings growth and central bank rate cuts will bring plenty of opportunities to put cash to work in quality bonds and...
The USD/VND exchange rate continued to be under a lot of pressure.
Exchange rate fluctuations increase cost pressures for businesses when importing raw materials as well as for USD-denominated loans. However, some units have...
Euro/US dollar has basically not moved for eighteen months and yet the market narrative about monetary policy from the two central banks has shifted a lot this year with...
Many indicators show that there are still many variables that can impact financial investment activities in the second half of 2024. However, the economy is still in...
The monetary easing cycle within the G10 countries is slowly kicking into gear.
This week, US inflation predictions continued to have an influence on gold prices. How will gold prices react when the US reports PCE next week?
Wage developments should probably be putting more of a brake on Fed rate-cut aspirations than they seem to be doing at the moment.
The FX market remains calm. A slight levelling in the growth gap between the US and other countries, notably in Europe, is pegging the US dollar back but big moves in...
In the Standard Bank’s view, and probably the view of everybody else, there are two main scenarios for the path of the US economy and Fed policy.
Austrian ECB member, and noted hawk Robert Holzman described the Fed as being the “gorilla in the room” when it comes to ECB decisions on policy easing.
The potential reduction in interest rates by the Fed is expected to open up favourable investment opportunities in Vietnamese stocks, particularly in key sectors such as...
Our understanding of this week’s Fed policy statement and press conference from Chair Powell is that the bank is still minded to ease.
Few would deny that forecasting inflation has been hard over the past few years.
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