• SEARCH RESULTS FOR KEYWORDS "rate cuts"
14/07/2025, 11:06

Is there any brake on the US tariffs?

The Trump Administration has moved at breakneck speed this year with tariffs, tax cuts, deportations and more. Are there any brakes on the pace of and extent of US...

by Admin
04/07/2025, 10:05

Will the GBP keep its uptrend?

The pound (GBP) has been on a good run since the debacle of the infamous mini-budget of September 2022 which saw the pound fall close to parity against the dollar. It...

by Admin
01/07/2025, 11:03

What is driving the US dollar down?

The factors driving the US dollar seem to be pushing the greenback in the direction of an even bigger slide. The US dollar has already fallen by more than 10% this year...

by Admin
10/06/2025, 11:22

US dollar’s slide looks set to continue

The US dollar’s seemingly inexorable slide looks set to continue. The key in the shortterm is whether important psychological levels can be broken, such as 1.15...

by Admin
09/06/2025, 11:00

Will the ECB stop at neutral?

The ECB cut rates again last week; its eight such reduction in a row. In all, the deposit rate has been halved from 4% to 2% through this cycle. It is now at a level...

by Admin
09/05/2025, 11:10

What is the BoE’s next move?

After 0,25% rate cuts yesterday, the Bank of England (BoE) could continue to carry out its easing policy?

by Admin
02/05/2025, 12:00

Many central banks may ease policy further

The tilt towards easier policy remains very much in place across central banks outside the US. The outlook for Fed policy is more opaque but it does appear that...

by Admin
21/04/2025, 02:38

Watch out for exchange rate risks

The State Bank of Vietnam (SBV) keeps the USD/VND exchange rate within a "acceptable" range despite the decrease in the USD index (DXY) in order to accomplish several...

by Admin
12/03/2025, 11:04

A push from European bond markets

For the first time in a very long while, it has been European bond markets that have been the driving force globally, not treasuries.

by Admin
23/01/2025, 11:04

Prospects for G10 monetary policy

A degree of divergence seems likely to creep into G10 monetary policy as the Fed pauses while those that have been easing carry on, and those that have not started to...

by Admin
23/12/2024, 02:38

USD/VND remains under a lot of pressure in 2025

Many economists predicted that the USD/VND exchange rate would still be under a lot of pressure in 2025, with President-elect Donald Trump's tariff policies posing the...

by Admin
20/12/2024, 11:49

What events could shock in 2025?

While it is very possible that 2025 pans out the way that most expect, the room for leftfield events to upset the status quo appears elevated. In what follows we outline...

by Admin
12/12/2024, 11:46

Outlook for the Australian economy in 2025

The Australian economy is expected to improve in 2025 but the extent of any such improvement is likely to be down to external factors just as much as domestic ones.

by Admin
09/12/2024, 02:38

Interest rate hike pressure in 2025

Analysts predicted that if President-elect Donald Trump's tariff and trade pledges would be carried out, the FED's rate decreases may be slowed down, which would cause...

by Admin