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 | Jan 29, 2025 | Analysis, General
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...
by Gerhard Massenbauer | Jan 19, 2025 | Analysis, General, Markets
If you follow the thinking in the media, it seems 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 overcame 1.0860 EUR/USD (lower bandwidth level 2023/2024), the euro has fallen very quickly....
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....
