In a year with tariffs dominating the news headlines, Vietnam has seen rather strong export growth to the US. This has raised the US’ share in Vietnam’s export portfolio...
With trade turnover nearing the US$900-billion mark, Vietnam enters 2026 with renewed confidence despite global volatility, rising trade barriers and shifting supply...
Up to this year, so-called US economic and financial market ‘exceptionalism’ propelled the US dollar forward. But the US has not been as exceptional in 2025, and efforts...
While it might look as if the FX market will trade through to the end of the year in a very stable fashion, there are still a number of events that could generate...
The US dollar has started the week on a softer note. It is a theme that could endure as the currency faces a triple threat in coming weeks.
Market pricing suggests that there is little chance of the ECB cutting rates again. But many analysts think it is too soon to come to this conclusion as two specific...
Returning US government-generated data releases might give the release calendar a more normal feel and help clear up uncertainty around the Fed’s next policy decision.
The US dollar continues its slow and steady ascent, far removed from the dramatic fall we saw in the early months of the year. At this pace, it will take some time to...
In the context of fluctuating global trade, Europe remains a highly promising market for Vietnamese enterprises seeking to boost exports — provided they can take...
The US economy has not slumped under the weight of tariffs; inflation has not risen materially, and financial asset prices have performed very well. But look under the...
The US dollar has made a modest recovery in recent months after the carnage seen in the first half of the year. Most economists suggest that the US is following a number...
There are two huge forces competing with each other when it comes to the US dollar right now, and its outlook for some years to come.
Panelists analyzed how changes in tariff policies, especially in the US, have caused supply chain shifts and increased uncertainty.
The US dollar’s inability to rally this year when assessments of ‘risk’ have increased may be an early sign that there’s not so much of privileges left for the US.
Vietnam’s GDP grew 7.5% in the first half of 2025, up from 6.5% a year earlier, driven by strong exports, particularly to the U.S. However, rising global trade risks...
Unless price data perks up quickly, many analysts say that the Fed’s next few rate cuts will be mostly uncontroversial.
Unless just about everybody is wrong, the Federal Reserve will cut the fed funds target by 25-bps to a range of 4.0%-4.25% this week.
The global trade system is at an inflection point. Driven by a volatile mix of geopolitical tensions, technological shifts, and a renewed focus on national interests,...
The Fed looks set to re-start rate cuts next week and could take the fed funds target rate down by as much as 150-bps by the middle of next year. However, we doubt rates...
Major G10 currencies do not seem to be particularly attractive right now and that’s opening the door for the more minor G10 currencies, the renminbi, and other emerging...
Those pushing for lower rates from the Fed, such as Governor Waller cite well-anchored inflation expectations as one reason to act. But many analysts think that this is...
The theory and historical precedent show that countries that raise tariffs will see their currency rise. But the US dollar has fallen.
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