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04/12/2024, 11:04

What outlook for the Eurozone economy in 2025?

The Stanrdard Bank currently pitches 2025 growth at 1.0%, which is short of the 1.3% the ECB anticipates and the 1.2% that forms the median projection of analysts...

by Admin
02/12/2024, 11:37

Limited room for Fed easing

There is currently a lot of focus on the risk that the incoming Trump administration in the US will pursue policies that lift inflation and so limit the room for Fed...

by Admin
04/11/2024, 02:00

Fresh coconuts quenching new overseas markets

Vietnam’s fresh coconuts are being increasingly consumed in international markets such as the US, China, and the UK, highlighting a bright spot in Vietnam's fruit export...

by Admin
30/10/2024, 11:43

The BoE's position may conflict with the Fed's

While the Fed may decide whether to accommodate Trump-led fiscal largesse, the BoE will have to determine whether to accommodate tighter fiscal policy in the UK by...

by Admin
15/10/2024, 11:02

What will drive the US dollar in the short term?

Although much of the focus within the foreign exchange market remains locked on central bank policy easing, politics and geopolitics seem more likely to take the driving...

by Admin
14/10/2024, 11:10

Many central banks: Reactive, not proactive

We have spoken many times about how central banks, and particularly the Fed, seem to be basing policy on a more reactive response to the course of data than a proactive...

by Admin
11/10/2024, 11:09

Is it time to own bonds?

Owning bonds in an easing cycle seems like an obvious trade – and usually the right one. It is unlikely to be any different this time. But timing is important and so too...

by Admin
09/10/2024, 02:00

To successfully export fresh coconuts to China

The large demand of the Chinese market not only exposes a "golden” opportunity to the Vietnamese coconut industry, but also poses potential risks for businesses if there...

by Admin
02/10/2024, 11:10

Why has the US dollar been so stable?

The US dollar has been in what might be called a ‘holding pattern’ for the past couple of years. But it is close to the bottom of the range now and the question is...

by Admin
30/09/2024, 11:38

What prospects for riskier assets?

In many senses it seems hard to envisage a better scenario for riskier assets than the one we have right now but, as always, there are factors that could upset this...

by Admin
27/09/2024, 11:00

Expectations for a fresh boost to the pound

Markets will be as understanding if new UK Chancellor Rachael Reeves Gerrymanders the fiscal rules to give her more room to pump up investment in next month’s budget.

by Admin
25/09/2024, 11:11

What is the FED’s inflation target?

If you said 2%, we’d argue that you are wrong. It seems to us that it is above 2% although, just how far above is hard to say.

by Admin