The idea that G10 currencies will not fall against the US dollar as others lead the Fed with their easing cycles will be tested again this week as the ECB and Bank of...
Euro/US dollar has basically not moved for eighteen months and yet the market narrative about monetary policy from the two central banks has shifted a lot this year with...
The monetary easing cycle within the G10 countries is slowly kicking into gear.
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...
There is clearly a sense that central banks are looking to cut policy rates, in many cases before inflation has reached target and a considerable time before central...
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 UK sits in a position where it is geographically part of Europe but economically perhaps more akin to the US economy than that of a typical European country.
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...
Several commercial banks in Vietnam have started to raise their deposit interest rates by 0.5 – 1 percent, leading to the worry of a possible loan interest rate rise 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.
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...
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