by Gerhard Massenbauer | Aug 7, 2025 | Analysis, Markets, Multi-currency
However, a Brief Correction is Possible In 2025, the USD lost value against all major currencies. The euro appreciated the most, with all other major currencies rising less sharply against the USD. The euro and its companies bore the brunt of the burden. With the...
by Gerhard Massenbauer | Aug 4, 2025 | Analysis, Markets, Multi-currency
It seems the market has made its decision. The euro is falling significantly, so perhaps the deal with the U.S. is weighing on it. To me, this agreement with the U.S. merely triggered a long-overdue technical correction. Yes, many European products have become more...
by Gerhard Massenbauer | Jul 25, 2025 | Analysis
Asia Will Come Together It is not yet possible to estimate the remaining customs duties. I assume it will be around 10-15%. Vietnam and Indonesia have accepted tariffs of about 20%. The EU does not accept a tariff of this level. However, rapprochement in the areas of...
by Gerhard Massenbauer | Jul 19, 2025 | Analysis, Markets, Multi-currency
Given the ongoing negotiations with Canada, Trump’s recent announcement to impose a 35% tariff starting August 1, 2025, is frustrating. Canada is an important trading partner and neighbor. Trump’s approach is probably intended to put significant pressure...
by Gerhard Massenbauer | Jul 11, 2025 | Analysis, Markets, Multi-currency
When it comes to understanding major currency movements, it’s clear that we’re seeing global USD weakness today. The BBB (big, beautiful bill) will highlight this and, in line with the interests of the U.S. government, ensure that the dollar remains under...
by Gerhard Massenbauer | Jul 7, 2025 | Analysis, Markets, Multi-currency
The war that Israel started was not unexpected. It was more successful than expected, but probably also had more consequences. It was important for Israel that it succeeded in persuading the USA under Trump to bomb a sovereign state. It was probably also a...
