There is currently a lot of focus on the risk that the incoming Trump administration in the US will pursue policies that lift inflation and so limit the room for Fed...
In many respects, the US seems to be in a perfect place: growth is robust, the economy is at full employment, and inflation is easing down to the Fed’s target.
According to the State Bank of Vietnam (SBV), monetary policy in the coming time will face many pressures, including the impacts of the international context and the...
When the FED launched itself into its easing cycle with a large 50-bps rate cut in September, it left many surprised, including ourselves.
It will be difficult for the State Bank of Vietnam (SBV) to further loosen monetary policy due to a rising USD/VNĐ exchange rate pressure, experts said.
The Fed is not the only central bank that has faced difficulties as a result of Donald Trump's victory.
While the Fed may decide whether to accommodate Trump-led fiscal largesse, the BoE will have to determine whether to accommodate tighter fiscal policy in the UK by...
FED's rate cut does not have too much impact on the Vietnamese economy in the short term, said SBS.
Although much of the focus within the foreign exchange market remains locked on central bank policy easing, politics and geopolitics seem more likely to take the driving...
We have spoken many times about how central banks, and particularly the Fed, seem to be basing policy on a more reactive response to the course of data than a proactive...
Owning bonds in an easing cycle seems like an obvious trade – and usually the right one. It is unlikely to be any different this time. But timing is important and so too...
The market is pretty much pricing in the same amount of policy easing by the ECB over the coming year as the Fed. If it is, could it lend support to the US dollar?
The US dollar has been in what might be called a ‘holding pattern’ for the past couple of years. But it is close to the bottom of the range now and the question is...
In many senses it seems hard to envisage a better scenario for riskier assets than the one we have right now but, as always, there are factors that could upset this...
Markets will be as understanding if new UK Chancellor Rachael Reeves Gerrymanders the fiscal rules to give her more room to pump up investment in next month’s budget.
If you said 2%, we’d argue that you are wrong. It seems to us that it is above 2% although, just how far above is hard to say.
The US dollar has been pressurised by the Federal Reserve’s large 50-bps rate cut last week, but the downside for the greenback is likely to be limit ed ahead of...
While the Fed rate cut has no surprise, the size of the reduction was larger than expected, and the Fed’s explanation for the larger-than-anticipated rate cut was...
The Fed has cut rates and, in doing so, joins the ranks of those who can claim that policy tightening has tamed the inflation beast.
Even 50-bps rate cut today also leaves the Fed behind the curve, it can catch up with aggressive easing in the future if it needs to.
The BoJ almost certainly won’t hike rates again this week, but this need not necessarily rule out another painful carry-trade unwind.
The US dollar will presumably be sensitive to the size of the Fed rate cut this week but many analyst said investors should not overplay the role of US monetary policy...
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