by Gerhard Massenbauer | Jan 9, 2025 | Analysis, Markets
The current economic situation in the USA is characterised by an exciting tension between growth, inflation expectations and a very strong currency. The US dollar (USD) is experiencing a strength that has far-reaching effects on global markets, the credit landscape...
by Gerhard Massenbauer | Nov 14, 2024 | Analysis, Markets, Multi-currency
In the run-up to the upcoming US presidential election, uncertain times are looming for the global financial markets. Historically, close and controversial election results have led to increased volatility. This uncertainty not only affects the US dollar, but also has...
by Gerhard Massenbauer | Nov 14, 2024 | Markets
Ever since the US Federal Reserve (FED) began raising interest rates three years ago, a recession seemed inevitable. The economic backdrop was in favor of this: the fastest and strongest interest rate hikes in over 40 years and an ongoing war in Ukraine, which caused...
by Gerhard Massenbauer | Nov 14, 2024 | Markets
While the upcoming US presidential election is often overhyped, market volatility is likely to increase depending on the outcome. For investors looking for market movement, this presents an opportunity, while industrial companies face growing challenges. The last 15...
by Gerhard Massenbauer | Nov 14, 2024 | Analysis, Markets, Multi-currency
Concerns about a recession in the US appear to be gradually subsiding, or at least weakening significantly. Interest rate trends at the long end in the USA in particular show a significant increase. Interest rates for 10-year US government bonds have risen from 3.73%...
by Gerhard Massenbauer | Nov 14, 2024 | Markets
In recent months, there has been a clear upward trend in Asian currencies after they were previously significantly undervalued. The Chinese yuan (CNY) and the Japanese yen (JPY) in particular have been under pressure, while the People’s Bank of China (PBoC) has...
