by Gerhard Massenbauer | Sep 8, 2025 | Analysis, Markets, Multi-currency
A few weeks ago, hopes were raised that the war in Ukraine could be ended following the meeting between Putin and Trump. While I am not yet completely hopeless, developments over the past week suggest that a resolution will not come quickly. There is also a risk of...
by Gerhard Massenbauer | Sep 3, 2025 | Analysis, Multi-currency
The prospect of falling interest rates in the U.S. could bode well for currency developments in emerging markets. Last year, many central banks did not cut interest rates because they were concerned that doing so would further weaken their currencies if US interest...
by Gerhard Massenbauer | Aug 29, 2025 | Analysis, Markets, Multi-currency
However, a Brief Correction is Possible The last few weeks have seen fairly stable conditions regarding the euro and the U.S. dollar. This stability has also been reflected in stable cross-currency relationships between major currencies. I currently see little reason...
by Gerhard Massenbauer | Aug 22, 2025 | Analysis, Markets, Multi-currency
And if So, Why? Despite ordering an attack on Iranian nuclear facilities, it is clear that President Trump is pursuing a generally peace-oriented policy. He has put economic pressure on Thailand to end its armed conflict with Cambodia before it escalates into war....
by Gerhard Massenbauer | Aug 18, 2025 | Analysis, Markets, Multi-currency
US Tariffs Have Not Yet Had an Impact Given the extent of U.S. intervention in international trade, it is surprising how little this intervention is reflected in the exchange rates of the U.S. dollar. The USD continues to weaken proportionally when compared to both...
