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...
The monetary easing cycle within the G10 countries is slowly kicking into gear.
This week, US inflation predictions continued to have an influence on gold prices. How will gold prices react when the US reports PCE next week?
Wage developments should probably be putting more of a brake on Fed rate-cut aspirations than they seem to be doing at the moment.
The FX market remains calm. A slight levelling in the growth gap between the US and other countries, notably in Europe, is pegging the US dollar back but big moves in...
In the Standard Bank’s view, and probably the view of everybody else, there are two main scenarios for the path of the US economy and Fed policy.
Austrian ECB member, and noted hawk Robert Holzman described the Fed as being the “gorilla in the room” when it comes to ECB decisions on policy easing.
The potential reduction in interest rates by the Fed is expected to open up favourable investment opportunities in Vietnamese stocks, particularly in key sectors such as...
Our understanding of this week’s Fed policy statement and press conference from Chair Powell is that the bank is still minded to ease.
Few would deny that forecasting inflation has been hard over the past few years.
If there is a consensus running through the global macro debate, it seems to be that the US economy will continue to outshine other countries, the Fed will delay its...
Gold prices have surged dramatically in response to the Israel-Iran conflct. What would happen to gold prices if the two parties stop repaying one other?
Unsurprisingly, speculation that the FED won’t be able to cut rates until later in the year, if at all, is weighing on foreign currencies, especially in emerging...
In a number of regards everything seems to have been going right in the US in recent years, and going wrong elsewhere. But the US dollar has been quite static. Why is...
Last week, we heard from policymakers at two European central banks; the ECB and the Riksbank. But while their economic situations and monetary policy outlooks appear...
There is an enormous focus on when central banks, particularly the Fed, will start to reduce rates and the number of likely cuts in 2024.
Gold prices have climbed dramatically during the last three years, owing to three primary drivers. How will gold prices move next week?
In theory, the words “politics” and “Fed” should not appear in the same sentence. Fed policy is carried out independently of any political bias and data since its...
Japan has a debt ratio of over 250% against around 100% in the US, while BoJ assets are some 125% of GDP against just over 25% for the Fed.
Although USD/VND rates remain under intense pressure, many specialists believe that these pressures will only last temporarily.
While gold prices have gained considerably this week, U.S. employment data and the Fed Chairman's comments might put them at danger next week.
Financial markets continue to look for the Federal Reserve and the ECB to begin monetary policy easing cycles in June, while expectations for the Bank of...
VN
EN