The vulnerability for the US dollar in US tariffs does not lie in issues such as their scope, economic harm, or even their legality. Instead, the vulnerability lies in...
It was just over a year ago that newly-election President Trump started to put some numbers on the sort of tariffs he was going to implement. The world was in shock and...
Most forecasters believe that global economic growth will be weaker this year than last year; albeit not by much. But the odds are stacked the other way around. If...
US dollar weakness could open up scope for rate cuts; not least from the ECB. However, we need to bear in mind that the US dollar is not just falling.
Despite the noise over tariffs and uncertainty that loomed throughout the year, trade remained resilient, not just in Southeast Asia, but even throughout Asia and the...
Europe faces a double whammy of trade threats from US tariffs and Chinese export redirection.
In 2025, the global trend towards trade protectionism continued to intensify, leading to a notable rise in the number of trade-remedy investigations targeting Viet Nam’s...
While 2025 was a rollercoaster year for Vietnam, it defied tariff concerns with yearly growth as high as 8%, in line with HSBC expectations.
The US dollar fell by almost 10% last year but many analysts anticipate that its losses in 2026 will only be around half of this amount.
There’s little doubting that the US could get off to a strong economic start in 2026 thanks to fiscal factors.
After suffering losses in previous years, Minh Phu Seafood Corporation (HoSE: MPC) has returned to profitability, benefiting from a 0% tax rate on shrimp exports to the...
Many analysts predict that under the base scenario, the VN-Index may reach 1,958 points in 2026.
Next week, gold prices could go sideways, creating a strong basis for an upward trend in 2026.
Unless something material changes it looks as if the US dollar will slide to the end of this year. It would round off a thoroughly miserable 2025 for the greenback.
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...
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