The US economy has not slumped under the weight of tariffs; inflation has not risen materially, and financial asset prices have performed very well. But look under the...
The US dollar has made a modest recovery in recent months after the carnage seen in the first half of the year. Most economists suggest that the US is following a number...
There are two huge forces competing with each other when it comes to the US dollar right now, and its outlook for some years to come.
The US dollar’s inability to rally this year when assessments of ‘risk’ have increased may be an early sign that there’s not so much of privileges left for the US.
Vietnam’s GDP grew 7.5% in the first half of 2025, up from 6.5% a year earlier, driven by strong exports, particularly to the U.S. However, rising global trade risks...
Unless price data perks up quickly, many analysts say that the Fed’s next few rate cuts will be mostly uncontroversial.
Unless just about everybody is wrong, the Federal Reserve will cut the fed funds target by 25-bps to a range of 4.0%-4.25% this week.
The global trade system is at an inflection point. Driven by a volatile mix of geopolitical tensions, technological shifts, and a renewed focus on national interests,...
The Fed looks set to re-start rate cuts next week and could take the fed funds target rate down by as much as 150-bps by the middle of next year. However, we doubt rates...
Major G10 currencies do not seem to be particularly attractive right now and that’s opening the door for the more minor G10 currencies, the renminbi, and other emerging...
Those pushing for lower rates from the Fed, such as Governor Waller cite well-anchored inflation expectations as one reason to act. But many analysts think that this is...
The theory and historical precedent show that countries that raise tariffs will see their currency rise. But the US dollar has fallen.
According to many analysts, the gold price is unlikely to rise sharply next week after the Jackson Hole Symposium because investors remain cautious.
The US tariffs’ impact on eurozone growth could be bigger than the models might suggest that inflation will be lower, and that the ECB will be pushed into at least one...
G10 currency volatility remains at very low levels but many analysts expect volatility to pick up as we go through the rest of the year.
US President Donald Trump has just signed an executive order adjusting reciprocal tariffs on 69 countries and territories, with Viet Nam’s tariff set at 20%, effective...
There are some discussions about whether tariffs are harmful for US productivity.
Following the temporary postponement of the capital offering due to the US tariffs, Investment And Industrial Development Corporation (Becamex IDC, HoSE: BCM) has...
With new tariff policies, synthetic fiber products currently require proof of origin. Therefore, to boost export revenue, the only way for the Vietnamese textile...
Revenue and profit for the first half of 2025 at Vietnam National Textile and Garment Group (UPCoM: VGT) surged, showing that the company’s strategy to anticipate tariff...
Enterprises must properly approach and capitalise on new markets while reorganizing their own business activities.
The shift in United States trade policy and reciprocal tariffs is prompting the Vietnamese business community to reassess its export strategies, while also creating...
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