The pound (GBP) has been on a good run since the debacle of the infamous mini-budget of September 2022 which saw the pound fall close to parity against the dollar. It...
The factors driving the US dollar seem to be pushing the greenback in the direction of an even bigger slide. The US dollar has already fallen by more than 10% this year...
MBS expects the exchange rate to fluctuate in the range of 26,000 - 26,400 VND/USD in 3Q25.
Aside from the Israel-Iran conflict, the Federal Reserve Chair's testimony to the Senate Committee on Banking, Housing, and Urban Affairs next week could have...
As long as the Fed holds out against Trump’s pressure for lower rates, the more the US dollar could further.
The US dollar’s seemingly inexorable slide looks set to continue. The key in the shortterm is whether important psychological levels can be broken, such as 1.15...
The ECB cut rates again last week; its eight such reduction in a row. In all, the deposit rate has been halved from 4% to 2% through this cycle. It is now at a level...
The US dollar is still on the backfoot and we see little sign that this is going to change anytime soon. Many analysts continue to target the two 25s, meaning 1.25 for...
Many analysts are expecting the ECB to cut the key policy rate another 25-bps this Thursday. How will this action impact the euro?
The US Administration’s defeat in the federal Court of International Trade on Wednesday exposes two problems with tariff policy.
Many analysts expect the positive signal to return and soon push VN-Index above the 2025 peak - 1,343 points, towards 1,398 points.
The Personal Consumption Expenditure Price (PCE) index, the Fed's preferred measure of inflation, will be released on Friday and could significantly impact gold prices...
The FED met yesterday as it attempts to navigate a path through the stagflationary implications of US tariffs. But the Fed’s problems don’t stop here. For unlike other...
If inflationary pressure is caused by this deglobalisation trend, and not the undermining of central bank independence, then it is likely to be experienced by all...
The State Bank of Vietnam (SBV) keeps the USD/VND exchange rate within a "acceptable" range despite the decrease in the USD index (DXY) in order to accomplish several...
The imposition of US tariffs poses enormous challenges for central banks, not least the Fed. Many analysts believe that the Fed will keep its powder dry but other...
The FED is in a quandary as it parses the likely effect of punitive US tariffs. The tariffs act as a negative supply shock that lowers growth and lifts inflation.
Should central banks set policy in a different way if they are more uncertain about the economic outlook?
The FED seems set to stay on hold for the foreseeable future but most other G10 central banks should continue to ease.
With labour markets quite tight in G10 countries central bankers are being forced to consider the supply potential of the economy just as much as the demand for goods...
The higher-than-expected US CPI data for January may cause FED to slow its rate cuts in 2025.
The FED could see plenty more evidence of rising inflation expectations before considering action amid Trump’s tariffs.
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