by Gerhard Massenbauer | Feb 6, 2026 | Analysis, General, Markets, Multi-currency
Fourteen months ago, I anticipated a rise in Asian currencies and expected this to fuel a recovery, which would in turn fuel further growth. As far as the CNY was concerned, this expectation was essentially realised in 2024, but was completely reversed in anticipation...
by Gerhard Massenbauer | Jan 22, 2026 | Analysis, Markets, Multi-currency
In light of the events at the beginning of the year, the limited reaction of the stock markets and exchange rates is surprising. The idea that aggressive actions are being taken but remain within a narrowly limited framework has become established. This no longer...
by Gerhard Massenbauer | Jan 19, 2026 | Analysis, General, Markets, Multi-currency
Donald Trump has now completely undermined the Nobel Peace Prize, making it clear that the US no longer cares about the order it has spent the last 70 years building up. The pursuit of power and the securing of spheres of influence and raw materials are giving way to...
by Gerhard Massenbauer | Jan 15, 2026 | Analysis, Markets, Multi-currency
There has been little outrage in Latin America. Although Brazil and Mexico have lodged official protests, they have essentially remained calm. While it is inconceivable that the US could implement such a measure across the board, it cannot be ruled out that it could...
by Gerhard Massenbauer | Dec 18, 2025 | Analysis, Markets, Multi-currency
Although There Are Many Inconsistencies, There Is no Immediate Cause For Concern Throughout my career, I have consistently adopted critical stances and viewpoints. As a child of the 1980s, I witnessed an incredible upswing in the ’80s and ’90s, which...
by Gerhard Massenbauer | Dec 15, 2025 | Analysis, Markets, Multi-currency
It is encouraging that there are no immediate risks on the horizon, meaning we can expect stability in developments. While the slow appreciation of currencies is unwelcome news for buyers in the CEE region, those who have kept their eyes open have been able to profit...
