by Gerhard Massenbauer | Apr 29, 2025 | Analysis, Markets, Multi-currency
The past few weeks have seen very wide swings in international stock and bond markets. Long-term interest rates have risen across the board, not only in the US but also in Europe and Japan. In particular, interest rates have undergone a correction in recent days,...
by Gerhard Massenbauer | Apr 15, 2025 | Analysis, Markets, Multi-currency
CEE currencies have come under pressure in the last two weeks, while the rouble and the TRY have held up relatively well. The fall in equity prices has always put pressure on CEE currencies. It was predictable that the US tariff policy would be critical for equity...
by Gerhard Massenbauer | Apr 9, 2025 | Analysis, Markets, Multi-currency
Many emerging market currencies are currently under severe pressure, not only from macroeconomic uncertainties but also from geopolitical tensions. Many EM countries are undergoing strategic rebalancing and looking for alternatives to the dominance of the US dollar....
by Gerhard Massenbauer | Apr 4, 2025 | Analysis, Markets, Multi-currency
The imminent move by the US government to harmonise tariffs on more than 2.5 million imported products represents a massive intervention in the current structure of international trade. The aim is to create a level playing field: If Thailand, for example, imposes a...
