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Vietnam's H2 2026 Economic Outlook: From Growth Momentum to Growth Efficiency
Vietnam's H2 2026 Economic Outlook: From Growth Momentum to Growth Efficiency
2026-08-13
The second half of Vietnam’s economy will depend on how effectively capital boosts productivity, inputs create capacity, and growth builds resilience.
Vietnam's Financial Market Reform: Why High Growth Requires Deeper Capital Market
Vietnam's Financial Market Reform: Why High Growth Requires Deeper Capital Market
2026-08-05
Expanding market size is only the first step. Turning savings into capital for key sectors will drive Vietnam's growth through 2045.
What Thailand's Latest Market Signals Say About the Second Half of 2026 for the Country
What Thailand's Latest Market Signals Say About the Second Half of 2026 for the Country
2026-07-29
Thailand's market gains as GDP beats expectations, led by AI, investment and infrastructure. Risks remain from trade, rates, weather and global volatility.
Trade hostilities are re-igniting within North America and beyond
Trade hostilities are re-igniting within North America and beyond
2026-07-23
Trump’s tariff plan keeps USMCA active but raises trade risks. New duties pressure Canada, Mexico and automakers, adding uncertainty to currencies and growth.
De Beers' Two-Year Venetia Pause Raises Questions for South Africa's Diamond Output, Jobs and Investment
De Beers' Two-Year Venetia Pause Raises Questions for South Africa's Diamond Output, Jobs and Investment
2026-07-23
EBC Financial Group says weak diamond demand, reflected in the pause, job cuts and Finsch suspension, is hurting South Africa’s output, investment and jobs.
South Africa Risks Turning BNPL into a Credit-Exclusion Trigger without Fairer Scoring Rules
South Africa Risks Turning BNPL into a Credit-Exclusion Trigger without Fairer Scoring Rules
2026-06-30
EBC Financial Group says South Africa should ensure BNPL data is correctly interpreted before it affects access to mainstream credit.
Kenya's 5 Billion Egg Gap Links Fuel Shocks to Food Prices and Central Bank Rate Decisions
Kenya's 5 Billion Egg Gap Links Fuel Shocks to Food Prices and Central Bank Rate Decisions
2026-06-30
EBC says food shortages, high fuel costs and farm loan issues keep Kenya's food prices high, challenging the central bank ahead of June inflation.
Fed Interest Rate Hike Odds Jump: Why BofA Sees 75 bps, Not Cuts
Fed Interest Rate Hike Odds Jump: Why BofA Sees 75 bps, Not Cuts
2026-06-23
BofA’s 75 bps Fed hike call shifts the 2026 debate from cuts to inflation risk as Warsh’s Fed tests whether policy is tight enough.
Kenya's China Tariff Gain Means Little If Exports Keep Failing
Kenya's China Tariff Gain Means Little If Exports Keep Failing
2026-06-23
EBC says Kenya must boost exports beyond USD196.56 million, expand processed goods and reduce reliance on USD4.31 billion Chinese imports.
Jerome Powell Stock Market Warning: What It Means for Investors Now
Jerome Powell Stock Market Warning: What It Means for Investors Now
2026-05-04
Powell didn’t predict a crash. Here’s why high stock valuations, oil prices and Fed rate uncertainty matter for investors now.
Fed Decision Preview: Powell’s Last Hold Before Warsh?
Fed Decision Preview: Powell’s Last Hold Before Warsh?
2026-04-29
Fed preview: Powell is expected to hold rates steady as markets watch inflation language, June cut signals and the Warsh transition.
Market Week Ahead: Jobs Report, ISM, and Holiday Risk in Week 14
Market Week Ahead: Jobs Report, ISM, and Holiday Risk in Week 14
2026-03-27
Week 14 brings US payrolls, ISM surveys, quarter-end flows, and Good Friday market closures. Here is what traders should watch across rates, FX, equities, gold, and oil.
Fed Meeting Today: What to Expect From Powell and the Dot Plot
Fed Meeting Today: What to Expect From Powell and the Dot Plot
2026-03-18
The Fed announces its March 18 decision today, with Powell and the dot plot in focus. Here is what to expect on rates, projections, and the market reaction.
SEC Quarterly Reporting Proposal: What It Could Mean for Investors
SEC Quarterly Reporting Proposal: What It Could Mean for Investors
2026-03-17
The SEC is reportedly preparing a proposal that could make quarterly reporting optional. Here is what may change, what would stay in place, and what investors should watch.
January US PCE Today: Forecast, Core Trend, and Rate Stakes
January US PCE Today: Forecast, Core Trend, and Rate Stakes
2026-03-13
The January 2026 US PCE report lands today. See the PCE forecast, core inflation trend, what CPI and PPI are signaling, and what the data means for the Fed.