Adverse shocks to supply
Adverse shocks to supply tend to lift inflation and lower growth.
Adverse shocks to supply tend to lift inflation and lower growth.
There might be a number of reasons why the correlation between uncertainty and the US dollar has broken down.
It is advised that investors be ready for two potential outcomes for the Vietnamese stock market following the conclusion of the trade talks between the US and Vietnam.
The market is expected to continue its rally despite some short-term corrections on lower market confidence.
It seems that black swans events are becoming a regular feature of the global landscape.
The outlook for the US dollar in coming weeks and months seemingly depends on the outcomes of three particular uncertainties.
The US dollar’s seemingly inexorable slide looks set to continue. The key in the shortterm is whether important psychological levels can be broken, such as 1.15...
The ECB cut rates again last week; its eight such reduction in a row. In all, the deposit rate has been halved from 4% to 2% through this cycle. It is now at a level...
With his unique and unpredictable negotiating style, President Donald Trump has turned tariffs into a powerful diplomatic tool, ushering in a new phase in his global...
The US Administration’s defeat in the federal Court of International Trade on Wednesday exposes two problems with tariff policy.
Global businesses have been hit with surging costs, supply chain disruptions, and are having to rethink their strategy and planned investments as tariffs and shifting...
Many analysts said JGB vulnerability woule be proving a headache for other markets as well – even treasuries.
Many analysts expect the positive signal to return and soon push VN-Index above the 2025 peak - 1,343 points, towards 1,398 points.
As Vietnam eyes a significant trade agreement with the US, Dr. Le Quoc Phuong supports zero tariffs and increased imports of American goods to foster a balanced trade...
The Personal Consumption Expenditure Price (PCE) index, the Fed's preferred measure of inflation, will be released on Friday and could significantly impact gold prices...
Viet Nam’s fisheries sector faces significant challenges from tariff pressures in achieving its growth target of 4.35% and expected export turnover of 11 billion USD in...
Vietnam’s seafood export growth is showing signs of divergence across products and markets, as the looming US retaliatory tariffs create new challenges for the industry.
Although the DXY fell sharply by 9.7% from its 2025 peak, the interbank USD/VND exchange rate remained elevated, ending April at 25,994 VND/USD, up 2.1% compared to the...
Proactivity, flexibility, and discipline in the allocation of equity portfolios will be crucial in reducing risks in a turbulent investment environment.
US tariffs mark a turning point for Vietnam’s tech industry. This moment could fast-track the nation’s tech transformation.
The FED met yesterday as it attempts to navigate a path through the stagflationary implications of US tariffs. But the Fed’s problems don’t stop here. For unlike other...
Viet Nam is on the list of countries subject to reciprocal tariffs of up to 46% by the US and is currently in the process of negotiation. People spending more money on...