Interest rates may fall further in 2H26
Interest rates peaked at the beginning of 2Q26, but a steeper fall is projected for 2H26, according to the KBSV.
Interest rates peaked at the beginning of 2Q26, but a steeper fall is projected for 2H26, according to the KBSV.
Each spring in Hanoi’s outskirt commune, villagers gather along the Red River to perform a centuries-old water offering ceremony, an enduring prayer for fertile fields,...
MBS anticipates greater exchange rate stability in 2026, with the VND expected to depreciate by 2.5% - 3%.
Rapidly rising interest rates are exerting significant pressure on the Vietnam real estate market.
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.
Through the implementation of the Outstanding Vietnamese Supplier Selection Program, VCCI aims to contribute to the formation of a strong domestic supplier base capable...
The Federal Reserve is widely expected to keep interest rates elevated in early 2026 amid a resilient US economy. However, mounting political pressure could soon push...
Many analysts think that the yen and renminbi could be the ones to watch in 2026 and both for similar valuation-type reasons.
There’s little doubting that the US could get off to a strong economic start in 2026 thanks to fiscal factors.
Most G10 central banks have been cutting policy rates, but long-term yields have risen. This is highly unusual. While factors such as Trump’s tariff tantrum in the...
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.
Policy rates have been coming down across the G10 for some time now, with the exception of the Bank of Japan. More rate cuts seem likely for many but, for others, the...
Vietnam stock market has entered a phase of correction and consolidation, yet analysts see multiple catalysts that could support a rebound toward the end of the year.
In addressing climate change, carbon dioxide (CO₂) often receives the most attention, yet methane (CH₄) is the primary driver accelerating global warming, with a warming...
The trend of gold prices next week may be significantly influenced by the Fed's interest rate stance at the next meeting.
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...
Just as the US dollar has entered a much more stable path in recent months, so the US Treasury market has been equally comatose and this is keeping yields pretty stable...
G10 currencies look set to remain becalmed this week as the US Thanksgiving holiday on Thursday robs the market of liquidity. The yen and sterling will likely be the...
The US dollar continues to trade in a sideways fashion in trade-weighted terms. Instead, the significant directional movements are to be found in other currencies.
Many Fed officials are still wary about further rate cuts. Gold prices may suffer as a result next week.
A number of G10 central banks have become more cautious about policy easing. Here we’d include the Federal Reserve, Bank of England and Reserve Bank of Australia. But...
The Fed is cutting rates while longer-term yields refuse to fall. Could this prove just as problematic as the mid-2000s, and, if so, in which way?