by Gerhard Massenbauer | May 30, 2025 | Analysis, Markets, Multi-currency
Is it a Flash in the Pan or the End of a Long Upward Trend? In recent years, I have never tired of highlighting the weakness of the euro against the US dollar, bearing in mind that the US dollar’s strength was not confined to the euro, but was also evident...
by Gerhard Massenbauer | May 20, 2025 | Analysis, Markets, Multi-currency
In the event of major changes, it is normal human behaviour to take cover and do nothing for the time being. It is therefore not surprising that many companies around the world are cutting investments in order to wait and see what will ultimately emerge from all this...
by Gerhard Massenbauer | May 15, 2025 | General
Following Trump’s tariff announcement on 2 April, it was not only the stock and bond markets that were in turmoil. The consequences of this risk-off sentiment were also clearly visible in the currency markets. CEE currencies reacted to stock market upheavals...
by Gerhard Massenbauer | May 12, 2025 | Analysis, Markets, Multi-currency
In my last article, published on 2 April, I warned of an impending slump in stock markets and emerging market currencies. While it was clear that tariffs were coming, what Trump presented as reciprocal tariffs came as a shock to capital market participants, myself...
by Gerhard Massenbauer | May 8, 2025 | Analysis, Markets, Multi-currency
The Euro is Only Part of the Story Over the past few months, I have repeatedly pointed out that it makes no sense to look at the USD against the euro. The USD has risen against all other currencies over the past 15 years and now, as expected, it is starting to fall...
