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...
The ECB cut rates as widely expected but President Lagarde did not tell us whether rates will be cut again as soon as the next meeting.
Commercial banks have begun announcing rate cuts to improve access to consumer loans and prevent the use of
Last week’s US payroll data was somewhat mixed but, on balance, seemed to tip the debate about 25-bps or 50-bps, for the Fed’s first rate cut on September 18th towards...
While attention is undoubtedly on the prospect for the first rate cut from the Fed later this month, the ECB could deliver its second rate cut in the cycle on Thursday.
Modest and steady rate cuts from G10 central banks, particularly the Federal Reserve (FED), are likely to keep riskier assets like equities and emerging markets well...
It finally looks as if the Fed will come to the rate-cut party currently being enjoyed by most developed nations. It is only the Bank of Japan that is acting as the...
Many financial asset prices have recovered after the battering late last week and early this week. Will the slump in things like stocks and dollar/yen continue to fade...
Euro/US dollar has hardly left the extremely narrow 1.05-1.10 range since early 2023.
The FX market focuses heavily on monetary policy and interest rate differentials.
The USD/VND currency is expected to stabilize again, with a 3.5% year-to-date increase equivalent to VND25,120/USD.
As we count down to the July 31st FOMC meeting, there seem to be increasing calls for the Fed to do something.
Politics and monetary policy continue to dominate FX market sentiment and this is unlikely to change in the short-term.
For much of this year the market has assumed that FED would be amongst the most cautious of the central banks when cutting rates. But just recently the momentum has...
The pressure on VND may ease up, leading VND/USD rates to fluctuate between 25,300 and 25,700 by the second half of 2024.
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.
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.
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...
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