Will China drive the global financial cycle?
US policy has been working to dampen the global financial cycle through rate hikes and the consequent rise in the dollar. Can any increased positivity towards China act...
US policy has been working to dampen the global financial cycle through rate hikes and the consequent rise in the dollar. Can any increased positivity towards China act...
The comments by Fed Chair Powell last week and those of other Fed members tend to suggest that the bank wants to reduce the size of rate hikes starting next month but...
In a speech, Fed Chairman Jerome Powell declared that the central bank would "slow the pace" of rate hike. Will this lead to an increase in gold prices the following...
There will be a sufficient and long-term rebalancing of consumption and investment that facilitates the necessary supply-side improvements that extinguish inflation...
Investors are still hesitant to enter the market, despite the FED's indication that it may slow the rate of rate increases in December.
The FED’s policy is front and centre of market attention but investors could do well to note some of the hints that are coming from other central banks.
There has been much written about how the strength of the US labour market could prove a headwind to lower inflation and hence a headwind to lower policy rates from the...
In a year where US inflation will drop sharply and the Fed will start to discuss rate reduction, how will the US dollar trade?
Many financial experts think that the FED's scaled-back rate hike will soon help the USD/VND rate "cool down."
Since US inflation has decreased over the past few months, the FED may scale back the extent of its rate hike in 2023.
At any time, there’s always bullish and bearish arguments for asset prices that battle it out to have the upper hand.
Last week, the BoE told the market that it is wrong to expect the base rate to rise in the way that’s factored into the implied money market curve.
Despite being on the increase, the USD/VND exchange rate is predicted to decline in 2023.
There have been some tentative signs of a turn for the dollar as hopes of less aggressive monetary tightening begin to rise and asset prices, such as stocks, make a...
By the end of 2022, lending rates may have somewhat increased due to the potential increase in deposit rates in the upcoming months.
A Federal Reserve meeting is approaching and, once again, the market is looking for guidance.
The 50-bps rate increase from the Bank of Canada reflected the second time it has reduced the size of its rate hikes. The Reserve Bank of Australia has also moved to a...
This week, the FED has continued to raise interest rates, causing gold prices to decline even further.
Following the Federal Reserve's meeting in November, the markets strengthened their bets on a slower tightening cycle, which helped gold mount a strong rally on Friday.
The FED could be less aggressive but will not stop interest rate hikes soon, according to KB Securities.
The US seems unlikely to escape a recession as it pays for excessive Covid-related fiscal stimulus, and a Fed that fell far behind the curve. The “price” of these...
Stagflation continues to haunt developed countries. The inflationary part of the story has been around for some time, and now the recessionary risks are coming to the...