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.
The US dollar has continued its strong start to 2025, and many analysts doubt that this is likely to end at all soon.
One of the big early questions for 2025 is whether president elect Trump will introduce the tariffs that he threatened during the election campaign. We see some, but not...
Tariff threats from the US and political tensions in France suggest that the rundown to the end of the year could still be a very volatile one for the currency markets.
Vietnam should fare reasonably well under the next Trump administration, according to investment management firm VinaCapital.
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