by Gerhard Massenbauer | Jun 29, 2026 | Analysis, Markets, Multi-currency
The global economy is in good shape. If you read the German media, however, you might think that we are on the brink of economic Armageddon. The truth is that Europe, as well as Australia, Japan and Canada (the ‘majors’), are in a difficult situation. The...
by Gerhard Massenbauer | Jun 22, 2026 | Analysis, General, Markets
This Is Good News for Stock Market Performance This Year In this issue, I will be examining a wide range of factors that are set to become important in the years ahead. While the impact of AI on the labour market is widely debated, does this necessarily lead to an...
by Gerhard Massenbauer | Jun 15, 2026 | Analysis, General, Markets, Multi-currency
Growth rates in Asia have proven to be remarkably resilient so far. While the ongoing blockade of the Strait of Hormuz is certainly a cause for concern, I believe this could end very soon. If that happens, we can expect another significant upturn in the global...
by Gerhard Massenbauer | Jun 8, 2026 | Analysis, General, Markets, Multi-currency
To understand the movements in EUR/USD over the past year, it is not helpful to pay too much attention to what is written or said about it online or on LinkedIn. In fact, over the past 13 months, the EUR/USD exchange rate has fluctuated by only +/- 3% within a fairly...
by Gerhard Massenbauer | Jun 1, 2026 | Analysis, General, Markets, Multi-currency
The performance of the major currencies against the euro varied last month, but they remained strong against the US dollar throughout. Both the pound and the yen still face the prospect of weaker exchange rates. While the pound is fairly valued or slightly overvalued,...
by Gerhard Massenbauer | May 11, 2026 | Analysis, General, Markets, Multi-currency
Peter Magyar’s decisive election victory is a sensation, even if the exact nature of the changes to Hungarian politics is unclear. The only thing that is clear is that the Orbán system has collapsed, despite the highest regulatory hurdles being in place. Magyar can...
