Should central banks set policy in a different way if they are more uncertain about the economic outlook?
Many economists said responding to US tariffs through the financial account, rather than through the trade account might be more beneficial for these countries.
In trying to make America great again, has President Trump actually made America ‘bad’ again, at least in the eyes of global investors?
The US is not looking as exceptional and that’s weighing on the US dollar. Add to this the flip-flopping over tariffs and it suggests that the US dollar will stay on the...
The question around the impact of US tariffs has changed from ‘what if’ (tariffs are imposed), to ‘how long’ (might they be in place). While traders and investors might...
The Standard Bank’s view on the dollar has been that President Trump will leave the greenback at a lower level at the end of his term than where he found it, just like...
Rather than the uniformity of the 10% or 20% global tariff that Trump threatened during the election campaign, it seems that tariffs will be run on more of a competitive...
In our view the US dollar is trading poorly and this makes us feel that it is more likely to decline over the medium term.
Many analysts’ key currency call for this year is that the yen will go from being the worst performing G10 currency over the past couple of years, to being the best in...
The market is a bit too dismissive of the tariff threat and this could leave riskier assets open to a slump and the US dollar on the verge of a rise.
As tariffs are thought to produce a one-time lift to US inflation, so the lift to the dollar may prove temporary and not permanent.
To protect domestic manufacturers, the US government has put a 25% tariff on all imported aluminum and steel products. How would this policy affect Vietnamese steel...
The higher-than-expected US CPI data for January may cause FED to slow its rate cuts in 2025.
The aluminum and steel industries are undergoing significant market adjustments to adapt to evolving industry dynamics.
By imposing tariffs on its trade partners, the US is trying to attract capital inflows from abroad.
Amidst the complicated developments in the global market, the MoIT has directed foreign market departments and Vietnam’s trade offices abroad to closely monitor market...
Experts were unanimous that not only steel but many other Vietnamese export products are at risk from looming tariffs.
The FED could see plenty more evidence of rising inflation expectations before considering action amid Trump’s 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...
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...
There’s pretty widespread agreement that US tariffs will lead to lower growth than would have otherwise been the case, and higher inflation.
Many analysts feel that Trump’s tariff policy could undermine the US dollar for a number of reasons.
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