Various scenarios for the US dollar
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...
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.
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...
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.
In the context of negative credit growth during the first two months of 2024, savings interest rates on the market continue to plummet. Many banks are injecting cheap...
The Bank of Japan lifted the short-term policy rate for the first time in seventeen years last week but the yen still languishes close to its weakest level against...
The Swiss National Bank destroyed this image with its surprise 25-bps rate cut. It is what other central banks might do?
According to financial analysts, deposit rates have hit their lowest level in years and would be tough to cut further, while lending rates continue to fall.
That’s what we think other G10 central banks should – and will - do when they consider rate policy this year. It means that they should still push ahead with rate cuts...
Currency markets have been remarkably stable; particularly the key currency pairing, euro/dollar. But why is that, and is it likely to persist?
Inflation is crucial, and, on this score, the risk is that the Fed will have to keep rates higher for longer; not the ECB.
The Fed Chairman's testimony to Congress and February's nonfarm payrolls data (NFP) are expected to have a significant influence on gold prices next week.
According to Mr. Phung Xuan Minh, Chairman of Saigon Ratings, Vietnam's economy steadily recovered in 2023, stabilised, and laid the groundwork for development...
We’ve already seen in the space of a few short weeks the market adjust its expectations for rate cuts this year from around six 25-bps reductions to four.
We’d still expect the US dollar to rally for the safe-asset reasons.
Immediate efforts are required from the outset of the year to ensure that 2024 will be a year of accelerated and robust economic development.
Last week’s FOMC meeting was generally seen as somewhat more hawkish than expected. A few days later, US payroll data for January was a lot stronger than anticipated....