by Gerhard Massenbauer | Mar 14, 2025 | Markets
Geopolitical developments, in particular the protectionist economic policies of the US, are increasing capital flight from emerging markets. Investors are pulling out of risky investments, putting increasing devaluation pressure on EM currencies. Short and Medium Term...
by Gerhard Massenbauer | Mar 10, 2025 | Analysis, Markets, Multi-currency
Current developments in the US suggest that the US dollar (USD) is in a consolidation phase. While President Trump’s domestic policies are aimed at drastically reducing government spending and aggressively restructuring the economy, the effects of this strategy...
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...
