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...
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...
Short-term gold prices lack significant support. As a result, gold prices may struggle to break through in the coming week unless there are new, strong "catalysts."
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...
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...
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...
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...
Many analysts are expecting the ECB to cut the key policy rate another 25-bps this Thursday. How will this action impact the euro?
After 0,25% rate cuts yesterday, the Bank of England (BoE) could continue to carry out its easing policy?
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...
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...
The imposition of US tariffs poses enormous challenges for central banks, not least the Fed. Many analysts believe that the Fed will keep its powder dry but other...
For the first time in a very long while, it has been European bond markets that have been the driving force globally, not treasuries.
On February 25, the SBV held a meeting with credit institutions to address strategies for stabilising deposit interest rates. As a result, banks such as Eximbank,...
The higher-than-expected US CPI data for January may cause FED to slow its rate cuts in 2025.
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...
Bond yields are continuing to charge higher. While this is likely to reverse over the long haul, the long haul is not here yet.
The euro zone economy is generally expected to grow at a faster pace in 2025 than we saw in 2024. However, this view entails lots of risks, which is one reason why the...
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...
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...
VN-Index is in a sideways up accumulation trend. Trading with thin profit margins continues to be recommended until the new trend is confirmed.
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.
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...