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17/10/2024, 02:38
How will FED rate cuts impact Vietnam?
FED's rate cut does not have too much impact on the Vietnamese economy in the short term, said SBS.
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14/10/2024, 11:10
Many central banks: Reactive, not proactive
We have spoken many times about how central banks, and particularly the Fed, seem to be basing policy on a more reactive response to the course of data than a proactive...
11/10/2024, 11:09
Is it time to own bonds?
Owning bonds in an easing cycle seems like an obvious trade – and usually the right one. It is unlikely to be any different this time. But timing is important and so too...
07/10/2024, 11:22
Why was Sterling’s stellar run reversed?
Sterling’s stellar run was reversed quite dramatically yesterday by comments from Bank of England Governor Bailey.
06/10/2024, 02:00
FED cuts interest rates: A good opportunity for Vietnam’s exports and investments
The U.S. Federal Reserve (FED) has decided to cut interest rates and announced plans for further reductions until 2026. According to Dr. Can Van Luc, Chief Economist at...
06/10/2024, 02:00
How does the Fed's interest rate cut affect Vietnam?
In the latest meeting of the Federal Open Market Committee (FOMC), the Fed decided to cut interest rates by 50 basis points to a range of 4.75%-5%. Analysts have given...
02/10/2024, 11:10
Why has the US dollar been so stable?
The US dollar has been in what might be called a ‘holding pattern’ for the past couple of years. But it is close to the bottom of the range now and the question is...
30/09/2024, 11:38
What prospects for riskier assets?
In many senses it seems hard to envisage a better scenario for riskier assets than the one we have right now but, as always, there are factors that could upset this...
27/09/2024, 11:00
Expectations for a fresh boost to the pound
Markets will be as understanding if new UK Chancellor Rachael Reeves Gerrymanders the fiscal rules to give her more room to pump up investment in next month’s budget.
26/09/2024, 11:15
Which central banks will head for neutral?
In the past couple of days, we’ve heard Bank of Japan and Bank of England governors suggest that policy rates will likely head for “neutral” as policy is adjusted. The...
26/09/2024, 02:38
Is it time to be greedy in stocks?
According to Mr. Huynh Hoang Phuong, a stock analyst, once the Federal Reserve (FED) agreed to reduce interest rates by 0.5%, both the Vietnamese and worldwide stock...
25/09/2024, 11:11
What is the FED’s inflation target?
If you said 2%, we’d argue that you are wrong. It seems to us that it is above 2% although, just how far above is hard to say.
24/09/2024, 11:17
The US dollar's downside might be contained
The US dollar has been pressurised by the Federal Reserve’s large 50-bps rate cut last week, but the downside for the greenback is likely to be limit ed ahead of...
23/09/2024, 11:12
Fed rate cuts put the US dollar at more risk
While the Fed rate cut has no surprise, the size of the reduction was larger than expected, and the Fed’s explanation for the larger-than-anticipated rate cut was...
20/09/2024, 11:30
Does monetary tightening tame the inflation beast?
The Fed has cut rates and, in doing so, joins the ranks of those who can claim that policy tightening has tamed the inflation beast.
19/09/2024, 11:09
FED will still fall behind the curve?
Even 50-bps rate cut today also leaves the Fed behind the curve, it can catch up with aggressive easing in the future if it needs to.
18/09/2024, 11:17
Will another carry-trade episode emerge?
The BoJ almost certainly won’t hike rates again this week, but this need not necessarily rule out another painful carry-trade unwind.
17/09/2024, 11:17
What will happen to the US dollar if FED cuts rates?
The US dollar will presumably be sensitive to the size of the Fed rate cut this week but many analyst said investors should not overplay the role of US monetary policy...
11/09/2024, 11:34
Will the FED cut rates by 25 or 50 bps?
Last week’s US payroll data was somewhat mixed but, on balance, seemed to tip the debate about 25-bps or 50-bps, for the Fed’s first rate cut on September 18th towards...
10/09/2024, 11:57
Will the ECB deliver its second rate cut?
While attention is undoubtedly on the prospect for the first rate cut from the Fed later this month, the ECB could deliver its second rate cut in the cycle on Thursday.
09/09/2024, 11:06
Recessionary fears continue to stalk the US
Recessionary fears continue to stalk the US and they could step up another gear when payroll data are weaker than expected.
06/09/2024, 11:45
How central banks’ rate cuts impact riskier assets
Modest and steady rate cuts from G10 central banks, particularly the Federal Reserve (FED), are likely to keep riskier assets like equities and emerging markets well...
