Many meetings of central banks: No action expected
This week sees monetary policy meetings at all the major central banks: the Fed, ECB, BoJ and BoE. None are expected to move rates now. How these meetings impact the US...
This week sees monetary policy meetings at all the major central banks: the Fed, ECB, BoJ and BoE. None are expected to move rates now. How these meetings impact the US...
The business communities of Vietnam and Tyumen Oblast of the Russian Federation are facing numerous promising opportunities for cooperation in the fields of oil, gas,...
The US dollar is supported by expectations that the Fed will continue delaying rate cuts for several more months. This will press on the USD/VND rate in 2026.
Unsurprisingly, the surge in energy prices last week has led to a sharp reassessment of the G10 monetary policy outlook. Inflation will undoubtedly rise, if only...
MBS anticipates greater exchange rate stability in 2026, with the VND expected to depreciate by 2.5% - 3%.
US dollar weakness could open up scope for rate cuts; not least from the ECB. However, we need to bear in mind that the US dollar is not just falling.
The Federal Reserve is widely expected to keep interest rates elevated in early 2026 amid a resilient US economy. However, mounting political pressure could soon push...
New pressures on the Federal Reserve (FED), in the form of a subpoena from the US Department of Justice serves to highlight the crosscurrents impacting the US dollar.
Many analysts think that the yen and renminbi could be the ones to watch in 2026 and both for similar valuation-type reasons.
MBS forecasts the exchange rate to rise by about 2.5%–3% in 2026, with pressures remaining relatively high in the first half of the year.
Most G10 central banks have been cutting policy rates, but long-term yields have risen. This is highly unusual. While factors such as Trump’s tariff tantrum in the...
Next week, gold prices could go sideways, creating a strong basis for an upward trend in 2026.
Unless something material changes it looks as if the US dollar will slide to the end of this year. It would round off a thoroughly miserable 2025 for the greenback.
Policy rates have been coming down across the G10 for some time now, with the exception of the Bank of Japan. More rate cuts seem likely for many but, for others, the...
Vietnam stock market has entered a phase of correction and consolidation, yet analysts see multiple catalysts that could support a rebound toward the end of the year.
The trend of gold prices next week may be significantly influenced by the Fed's interest rate stance at the next meeting.
Up to this year, so-called US economic and financial market ‘exceptionalism’ propelled the US dollar forward. But the US has not been as exceptional in 2025, and efforts...
While it might look as if the FX market will trade through to the end of the year in a very stable fashion, there are still a number of events that could generate...
The US dollar has started the week on a softer note. It is a theme that could endure as the currency faces a triple threat in coming weeks.
Just as the US dollar has entered a much more stable path in recent months, so the US Treasury market has been equally comatose and this is keeping yields pretty stable...
G10 currencies look set to remain becalmed this week as the US Thanksgiving holiday on Thursday robs the market of liquidity. The yen and sterling will likely be the...
Returning US government-generated data releases might give the release calendar a more normal feel and help clear up uncertainty around the Fed’s next policy decision.