by Gerhard Massenbauer | Aug 18, 2025 | Analysis, Markets, Multi-currency
US Tariffs Have Not Yet Had an Impact Given the extent of U.S. intervention in international trade, it is surprising how little this intervention is reflected in the exchange rates of the U.S. dollar. The USD continues to weaken proportionally when compared to both...
by Gerhard Massenbauer | Aug 8, 2025 | Analysis, Multi-currency
In the case of CEE currencies, stock market performance is almost as important as economic development in these countries. In terms of economic development, it is noteworthy that there has been a return to price stability and economic expansion in recent quarters....
by Gerhard Massenbauer | Aug 8, 2025 | Analysis, Markets, Multi-currency
The USD is Currently Stronger Against the Euro The US is also imposing high tariffs on its strategic partners in Asia. Vietnam and Indonesia, for example, have had to absorb tariffs of 19%. The situation in India remains unclear, and the 50% tariff on imports from...
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...
