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...
The US August Personal Consumption Expenditures (PCE) index will be one of the primary measures used to confirm the Fed's easing stance. Thus, PCE is anticipated to have...
Unless price data perks up quickly, many analysts say that the Fed’s next few rate cuts will be mostly uncontroversial.
It appears a well-accepted fact that the plunge in the US dollar earlier this year came about because global investors in US assets decided to increase their hedge...
Unless just about everybody is wrong, the Federal Reserve will cut the fed funds target by 25-bps to a range of 4.0%-4.25% this week.
A likely FED rate cut this week might be seen as a catalyst for the US dollar weakness but rate cuts themselves are probably not the driver here.
The Fed looks set to re-start rate cuts next week and could take the fed funds target rate down by as much as 150-bps by the middle of next year. However, we doubt rates...
Major G10 currencies do not seem to be particularly attractive right now and that’s opening the door for the more minor G10 currencies, the renminbi, and other emerging...
Those pushing for lower rates from the Fed, such as Governor Waller cite well-anchored inflation expectations as one reason to act. But many analysts think that this is...
Many analysts anticipate that the US dollar will undergo a second period of notable weakness in coming months. It might not be as dramatic as that seen this spring but...
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