Is the monetaty policy tide changing?
Policy rates have been coming down across the G10 for some time now, with the exception of the Bank of Japan. More rate cuts seem likely for many but, for others, the...
Policy rates have been coming down across the G10 for some time now, with the exception of the Bank of Japan. More rate cuts seem likely for many but, for others, the...
Vietnam stock market has entered a phase of correction and consolidation, yet analysts see multiple catalysts that could support a rebound toward the end of the year.
The trend of gold prices next week may be significantly influenced by the Fed's interest rate stance at the next meeting.
Up to this year, so-called US economic and financial market ‘exceptionalism’ propelled the US dollar forward. But the US has not been as exceptional in 2025, and efforts...
Just as the US dollar has entered a much more stable path in recent months, so the US Treasury market has been equally comatose and this is keeping yields pretty stable...
G10 currencies look set to remain becalmed this week as the US Thanksgiving holiday on Thursday robs the market of liquidity. The yen and sterling will likely be the...
Returning US government-generated data releases might give the release calendar a more normal feel and help clear up uncertainty around the Fed’s next policy decision.
The US dollar continues to trade in a sideways fashion in trade-weighted terms. Instead, the significant directional movements are to be found in other currencies.
Many Fed officials are still wary about further rate cuts. Gold prices may suffer as a result next week.
A number of G10 central banks have become more cautious about policy easing. Here we’d include the Federal Reserve, Bank of England and Reserve Bank of Australia. But...
The Fed is cutting rates while longer-term yields refuse to fall. Could this prove just as problematic as the mid-2000s, and, if so, in which way?
While most G10 central banks remain in easing mode, it is clear that the path to lower rates is becoming a little trickier.
Market pricing suggests that the Bank of England (BoE) will pause its rate cuts next week with the next 25-bps base rate cut not until February. Most see no rate change...
The financial markets are not especially concerned by the threats to the Fed’s independence.
The so-called neutral policy rate has attracted more and more attention as central banks reach, or near, the end of their easing cycles. But not only is it hugely...
Most G10 central banks remain on course to cut rates further as they grapple to find the hard-to-estimate neutral rate.
The US dollar has made a modest recovery in recent months after the carnage seen in the first half of the year. Most economists suggest that the US is following a number...
There are two huge forces competing with each other when it comes to the US dollar right now, and its outlook for some years to come.
MBS expects the USD/VND exchange rate to fluctuate in the range of 26,230 – 26,420 VND/USD by year-end, representing a year-to-date increase of 3% - 3.8%.
Many experts believe that the US government shutdown will continue to have a strong impact on gold prices next week.
The September US nonfarm payrolls (NFP) report might have a big influence on Fed rate cuts and gold prices next week.
The US Federal Reserve (Fed) has decided to cut its benchmark interest rate by 0.25 percentage points, lowering its policy rate to 4–4.25%. Economists view this as a...