Is the “Red AI” Coming?

Is the “Red AI” Coming?

A Turning Point for Technological Supremacy and the USD The technological supremacy of US companies seemed almost untouchable in recent years. Innovations from Silicon Valley were perceived as the engine of global progress, supported by massive investments and a...

Carry Trades Have not yet Been Resolved

Stock markets have recovered, but popular carry trade currencies have not yet done so Despite the recent recovery in global equity markets, the popular carry trade currencies, particularly the Mexican peso (MXN) and the Brazilian real (BRL), have continued to lose...
What Really Influences Exchange Rates?

What Really Influences Exchange Rates?

High interest rates = strong currency? Not necessarily! Find out why the USD has lost value over the years despite higher interest rates. Discuss with us and share your experiences! Last week we discussed which factors significantly influence exchange rate changes....
Sell-off of Emerging Markets Currencies Begins

Sell-off of Emerging Markets Currencies Begins

AUD, CAD, SEK and NOK are also weak, JPY and CHF strengthen = risk-off I have been waiting a long time this year for a pronounced correction. This has been a long time coming after the sharp interest rate hikes of recent years. The AI hype has long overshadowed the...