by Gerhard Massenbauer | Feb 27, 2025 | Analysis, Markets, Multi-currency
If you follow the thinking in the media, it would seem that the strength of the USD is a fact of life. I am not convinced that this trend will continue for very long. Since the USD crossed 1.0860 EUR/USD (lower band level 2023/2024), the euro has fallen very quickly....
by Gerhard Massenbauer | Feb 21, 2025 | Analysis, General
The geopolitical and economic landscape is undergoing profound change. The US is at the centre of a global restructuring process accompanied by strategic economic policies. Changing approaches to trade and fiscal policy play a key role, in particular the increasing...
by Gerhard Massenbauer | Feb 14, 2025 | Analysis, Multi-currency
The current geopolitical situation remains characterised by a high degree of uncertainty. With the upcoming US presidential election and the possible re-emergence of Donald Trump as a key player, both transatlantic relations and the global trading architecture are...
by Gerhard Massenbauer | Feb 10, 2025 | Markets
Stocks and Gold Rise as Trump Gets Going The Fed announced a pause in interest rates at last week’s meeting in order to await further developments in the data situation. The labour market is consolidating at a good level and the economy is booming. Jay Powell...
by Gerhard Massenbauer | Feb 4, 2025 | Analysis, Markets, Multi-currency
Economic development in the emerging markets has stagnated for over 15 years. The slump in commodity prices in 2012 and China’s property crisis exacerbated structural weaknesses. Now US customs policy is placing additional burdens: High tariffs on Mexican...
