It finally looks as if the Fed will come to the rate-cut party currently being enjoyed by most developed nations. It is only the Bank of Japan that is acting as the...
The US is outstripping its G10 peers when it comes to productivity growth.
Financial markets will be watching out for FED Chair Powell’s speech to the annual Kansas Fed Jackson Hole conference on Friday.
As central banks rev up their monetary policy easing cycles, thoughts will undoubtedly turn to the extent of rate cuts that we are likely to see over the cycle.
Many financial asset prices have recovered after the battering late last week and early this week. Will the slump in things like stocks and dollar/yen continue to fade...
Euro/US dollar has hardly left the extremely narrow 1.05-1.10 range since early 2023.
The FX market focuses heavily on monetary policy and interest rate differentials.
The USD/VND currency is expected to stabilize again, with a 3.5% year-to-date increase equivalent to VND25,120/USD.
As we count down to the July 31st FOMC meeting, there seem to be increasing calls for the Fed to do something.
A second Trump term would lead to elevated policy uncertainty, while sticky global inflation and China’s uneven economic recovery remain as key risks too.
Politics and monetary policy continue to dominate FX market sentiment and this is unlikely to change in the short-term.
For much of this year the market has assumed that FED would be amongst the most cautious of the central banks when cutting rates. But just recently the momentum has...
Federal Reserve officials have said many times that they need to be confident that inflation is sustainably moving towards the 2% target in order to ease policy.
The pressure on VND may ease up, leading VND/USD rates to fluctuate between 25,300 and 25,700 by the second half of 2024.
There is now a greater than 90% possibility that the Fed will lower interest rates next September. This might continue to boost gold prices next week.
The yen continued to slump with 38-year lows against the US dollar now in place. Even more worrying is the fact that at least one factor that should have enabled the yen...
According to experts, the recent interest rate cuts by the European Central Bank (ECB) and the Bank of Canada (BoC) are important moves that signal a broader trend of...
The improving global economic cycle, broadening earnings growth and central bank rate cuts will bring plenty of opportunities to put cash to work in quality bonds and...
The USD/VND exchange rate continued to be under a lot of pressure.
Exchange rate fluctuations increase cost pressures for businesses when importing raw materials as well as for USD-denominated loans. However, some units have...
Euro/US dollar has basically not moved for eighteen months and yet the market narrative about monetary policy from the two central banks has shifted a lot this year with...
Many indicators show that there are still many variables that can impact financial investment activities in the second half of 2024. However, the economy is still in...
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