There has been some talk recently that political parties vying to win this year’s UK election could propose the sort of fiscal largesse that rekindles memories of the...
The US dollar has started 2024 in pretty stable fashion and this stability may continue until two key questions are answered: will the Fed ease policy as the market...
In 2024, the BoJ seems likely to start the process of lifting policy rates and if we assume that most other G10 central banks start to cut, there’s a good chance for the...
The US economy is streets ahead of its peers, but the US dollar is not. Does this mean that there’s something wrong with the US dollar?
The euro has come under some modest pressure recently against other developed currencies.
There have been a couple of reports recently that seem to flag the possibility, maybe even the probability, that the sharp rise in policy rates will cause adverse...
A much sharper than expected fall in euro zone inflation data for November weighed on the euro. However, we see two reasons why falling inflation won’t weaken the euro...
It is probably a common narrative in the market that, just as the dollar rose with the increase in US policy rates, so the dollar will fall as rates are cut.
It is future total factor productivity (TFP) that’s key; not what’s happened in the past when it comes to currencies.
The dollar price listed at commercial banks has continuously gone down in recent days.
The reference exchange rate between the Vietnamese đồng and the US dollar announced by the State Bank of Việt Nam (SBV) at the last trading session of last week...
The US dollar might be the most important currency in most people’s books but, right now, the yen is the dominant one. Hence, what happens to the yen could easily...
The weaknesses in the US dollar could be revealed again this week if Congress misses the November 17th deadline to extend funding for the US government.
US treasury bonds are deemed by many to be the safest of safe assets. But this seems to be open to question at the moment.
Weak growth, high inflation, restrictive monetary policy, dollar strength and asset-price weakness have dogged G10 economies throughout much of the past two years. 2024...
In the past week or so we’ve seen the US dollar slide, bond yields quickly reverse a portion of recent losses, and stocks rise sharply.
There will always be some in the market eager to front-run what they feel will be a significant fall in the US dollar as the Fed gets into an easing cycle.
The US authorities have created a position where fiscal policy is loose relative to peers and monetary policy is tight compared to others.
What does the inability of US dollar/yen to move too far from 150 tell us about the state of the currency market?
Euro/US dollar has rarely strayed from a 1.05-1.10 range all year while, more recently, US dollar/yen has become stuck at a single level – which is 150.
The global investors may continue to be drawn to US assets, partly because of US dynamism and partly because investment opportunities outside the US may be harmed by US...
With geopolitical risk very elevated in the Middle East right now, we might wonder whether the tensions will spillover to create volatility in the FX market.
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