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11/03/2025, 11:03

Will the US dollar stay on the backfoot?

The US is not looking as exceptional and that’s weighing on the US dollar. Add to this the flip-flopping over tariffs and it suggests that the US dollar will stay on the...

by Admin
04/02/2025, 11:32

Risks of tariff retaliation

Even leaving any tit-for-tat aside, the surge in tariffs when Trump was first in office was not just down to US action and retaliation.

by Admin
31/12/2024, 11:07

US tariff threats: Real or fake?

One of the big early questions for 2025 is whether president elect Trump will introduce the tariffs that he threatened during the election campaign. We see some, but not...

by Admin
22/12/2023, 02:00

Bright signals from major export markets

The quiet atmosphere of commercial activities in Vietnam's major export markets such as the US, EU... is forecast to end soon, along with the long-term attachment...

by Admin