by Gerhard Massenbauer | Jun 20, 2025 | Analysis, Markets, Multi-currency
The recovery of stock markets has also helped to stabilise CEE currencies. They continued to rise against the US dollar in line with the euro, with the Polish zloty (PLN) standing out in particular, rising more sharply against the US dollar than the euro. The Czech...
by Gerhard Massenbauer | Jun 9, 2025 | Analysis, Markets, Multi-currency
One thing is certain: this year will go down in history. I try to anticipate how events will be assessed and justified in a few years’ time, and if I look at the last 25 years of my work, I have mostly been right. In about 14 days’ time, in issue 12, I...
by Gerhard Massenbauer | Jun 4, 2025 | Analysis, Markets, Multi-currency
Imposing High Tariffs on the EU Could Lead to Greater Fluctuation The policies of the Trump 2.0 administration are causing a great deal of uncertainty. Interestingly, the announcement of a 50% tariff on EU imports has not led to a significant weakening of the euro. In...
by Gerhard Massenbauer | May 30, 2025 | Analysis, Markets, Multi-currency
Is it a Flash in the Pan or the End of a Long Upward Trend? In recent years, I have never tired of highlighting the weakness of the euro against the US dollar, bearing in mind that the US dollar’s strength was not confined to the euro, but was also evident...
by Gerhard Massenbauer | May 20, 2025 | Analysis, Markets, Multi-currency
In the event of major changes, it is normal human behaviour to take cover and do nothing for the time being. It is therefore not surprising that many companies around the world are cutting investments in order to wait and see what will ultimately emerge from all this...
by Gerhard Massenbauer | May 12, 2025 | Analysis, Markets, Multi-currency
In my last article, published on 2 April, I warned of an impending slump in stock markets and emerging market currencies. While it was clear that tariffs were coming, what Trump presented as reciprocal tariffs came as a shock to capital market participants, myself...
