by Editorial | Nov 14, 2024 | General
Leading Indicators Point to Weaker Growth Economic growth in the Central and Eastern European countries (CEE), which was solid in the first half of the year, is facing challenges. Early indicators such as the purchasing managers’ indices point to a...
by Editorial | Nov 14, 2024 | General
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...
by Editorial | Nov 14, 2024 | General
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....
by Editorial | Nov 13, 2024 | General
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...
by Editorial | Nov 13, 2024 | General
In this article, we look at the development of the CHF against the EUR in 2024. After three years of appreciation, the franc fell quite sharply in 2024. In view of the stock market correction that has just begun, a renewed appreciation of the CHF is likely. However,...
by Editorial | Nov 13, 2024 | General
The capital markets are facing a turbulent phase. Historically, they tend to react sensitively to changes in the interest rate landscape. In particular, when interest rates initially rise and then fall again, significant market corrections and increased volatility...
