The outbreak of the Russia-Ukraine conflict and the West's economic sanctions against Russia have made the commodity market volatile and increased the risk of supply...
The FED meeting brought the median FOMC forecast for the fed funds target into line with what we have been arguing for some time now, which is a 25-bps rate hike at each...
This week is likely to see rate hikes from the Fed and BoE, and a possible default on external debt by Russia. But as big as these events are, it will still be the...
The conflict between Russia and Ukraine has created the possibility of the US Federal Reserve (FED) to raise interest rates and for the US dollar to rise in the global...
Fed Chair Powell has promised to be
A large number of central banks have lifted policy rates already and many more are waiting in the wings to kick off their own rate-hike cycles. However, a balancing act...
We often talk of central banks being behind the curve because they are seemingly too slow to recognise an inflation threat and end up hiking policy rates too late.
If you read around the financial press, it seems that there’s lots of talk that rising US rates will lift the dollar. But Mr. Steve Barrow, Head of Standard Bank G10...
CPI inflation in the United States is 7.5% while it is 5% in the euro zone. Why are both the Fed and ECB still easing policy?
The crucial uncertainty most central banks face is whether the surge in inflation will stick.
The USD’s recent strength was reversed last week following hawkish policy meetings at the Bank of England and ECB, but Mr. Steve Barrow, Head of Standard Bank G10...
Perhaps the main message that the market took from Fed Chair Powell’s press conference on Wednesday is that the upcoming tightening cycle could be more volatile and...
As the Fed readies itself to lift rates, probably in March, so the world holds its breath to see if tighter Fed policy produces adverse spillover effects in overseas...
If we go back in history, there are lots of examples of policymakers that have been accused of acting too slowly on inflation; of being "behind the curve". The same...
While the path of monetary policy in the US and elsewhere will claim a lot of column inches when trying to predict currency movements this year it is sensible to be...
The issue of quantitative tightening by central banks has come onto the radar screen in the past month as the Fed revealed that it had talked about allowing maturing...
Through last year, many experts said that the Fed and many other central banks were wrong to suggest that inflation was transitory.
The US dollar rose and risk assets such as stocks fell after the latest set of hawkish minutes were released by the Fed earlier this week. The market seems to fear the...
The euro slid by a modest 4%, or so, in trade-weighted terms last year as, like most currencies, volatility was pretty low.
The last few years have not seen a clear directional trend in the dollar. Last year, the dollar rose in the region of 5% in trade-weighted terms but that just cancelled...
VND could turn more neutral in 2022 due the FED’s rates hike, inflation pressure in Vietnam...
Assessing the implementation of the 2016 Charter, the Vietnam Chamber of Commerce and Industry (VCCI) found it necessary to change its Vietnamese brand name to the...
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