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11/02/2025, 11:12

Prospects for US dollar amid US tariffs

More tariff threats from the Trump administration over the weekend have lifted the US dollar but it seems clear from what we have seen so far that the market has...

by Admin
07/02/2025, 11:01

US tariffs act like an adverse supply shock

US tariffs leave the Fed – and the bond market – in a quandary. They act like a supply shock, producing lower growth and higher inflation. The question is which will...

by Admin
17/01/2025, 02:38

Room for 2025 fiscal policy changes

Vietnam may have limited monetary flexibility but still have opportunity for fiscal changes if the tariff policies of Trump 2.0 administration expand, according to...

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
30/11/2024, 02:00

Bracing for Next U.S.-China Trade War

With Donald Trump’s re-election as U.S. president, U.S.-China trade tensions could escalate, and tariffs on Chinese goods could hit 60%. This could create an opportunity...

by Admin
14/11/2024, 11:04

What Trump 2.0 means for the US dollar

If incoming US president Trump follows the same playbook as we saw during his 2017-2021 term, he will impose tariffs and argue for a weaker US dollar.

by Admin