by Gerhard Massenbauer | Mar 26, 2025 | Analysis, Markets, Multi-currency
EU and CEE Facing Growing Uncertainty The good thing about current American policy is that it is working to end the war in Ukraine. Probably 750,000 people have died, most of them Russians, but it is an incredible bloodletting. The Americans’ motivation is less...
by Gerhard Massenbauer | Mar 20, 2025 | Analysis, General, Markets, Multi-currency
The geopolitical developments of recent weeks have sent a clear signal: The US is reducing its direct support for Ukraine, while Europe is increasingly having to bear the burden of the conflict’s aftermath. This shift has not only political but also serious...
by Gerhard Massenbauer | Mar 14, 2025 | Markets
Geopolitical developments, in particular the protectionist economic policies of the US, are increasing capital flight from emerging markets. Investors are pulling out of risky investments, putting increasing devaluation pressure on EM currencies. Short and Medium Term...
by Gerhard Massenbauer | Mar 10, 2025 | Analysis, Markets, Multi-currency
Current developments in the US suggest that the US dollar (USD) is in a consolidation phase. While President Trump’s domestic policies are aimed at drastically reducing government spending and aggressively restructuring the economy, the effects of this strategy...
by Gerhard Massenbauer | Feb 27, 2025 | Analysis, Markets, Multi-currency
If you follow the thinking in the media, it would seem that the strength of the USD is a fact of life. I am not convinced that this trend will continue for very long. Since the USD crossed 1.0860 EUR/USD (lower band level 2023/2024), the euro has fallen very quickly....
by Gerhard Massenbauer | Feb 10, 2025 | Markets
Stocks and Gold Rise as Trump Gets Going The Fed announced a pause in interest rates at last week’s meeting in order to await further developments in the data situation. The labour market is consolidating at a good level and the economy is booming. Jay Powell...
