by Gerhard Massenbauer | Jul 25, 2025 | Analysis
Asia Will Come Together It is not yet possible to estimate the remaining customs duties. I assume it will be around 10-15%. Vietnam and Indonesia have accepted tariffs of about 20%. The EU does not accept a tariff of this level. However, rapprochement in the areas of...
by Gerhard Massenbauer | Jul 19, 2025 | Analysis, Markets, Multi-currency
Given the ongoing negotiations with Canada, Trump’s recent announcement to impose a 35% tariff starting August 1, 2025, is frustrating. Canada is an important trading partner and neighbor. Trump’s approach is probably intended to put significant pressure...
by Gerhard Massenbauer | Jul 11, 2025 | Analysis, Markets, Multi-currency
When it comes to understanding major currency movements, it’s clear that we’re seeing global USD weakness today. The BBB (big, beautiful bill) will highlight this and, in line with the interests of the U.S. government, ensure that the dollar remains under...
by Gerhard Massenbauer | Jul 7, 2025 | Analysis, Markets, Multi-currency
The war that Israel started was not unexpected. It was more successful than expected, but probably also had more consequences. It was important for Israel that it succeeded in persuading the USA under Trump to bomb a sovereign state. It was probably also a...
by Gerhard Massenbauer | Jul 3, 2025 | Analysis, Markets, Multi-currency
The Picture of Safe Haven Flows Looks Different Today The number of trouble spots is increasing, as is their importance. Although there may be an opportunity to do so in the course of the year, the war in Ukraine is far from over. Even if Donald Trump loudly proclaims...
