The ECB is expected to hike policy rates by 25-bps at today's meeting. That clearly won't be a first. But what might be seen as a first is the ECB's clear use of...
These include the breakdown of the ceasefire in Iran, the AI-related stock slump and the possibility of higher policy rates from the Fed.
There is quite a contrast between the response of the Federal Reserve to the surge in energy prices and that of most other central banks.
ECB member and Finnish central bank governor Olli Rehn said last week that the ECB may have to lift policy rates to maintain credibility. If a member of the ECB...
Mr. Kevin Warsh has taken over as Chair of the Federal Reserve. But the man ‘tasked’ with cutting rates by the president is probably going to have to shift policy in a...
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...
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