by Gerhard Massenbauer | Feb 4, 2025 | Analysis, Markets, Multi-currency
Economic development in the emerging markets has stagnated for over 15 years. The slump in commodity prices in 2012 and China’s property crisis exacerbated structural weaknesses. Now US customs policy is placing additional burdens: High tariffs on Mexican...
by Gerhard Massenbauer | Jan 27, 2025 | Analysis, Multi-currency
Slight Improvement for CEE Currencies and Rouble Hardly a stone was left unturned at the end of the year and the beginning of the year also brought many new developments that could also bring improvements for Turkey. Towards the end of the year, there was a global...
by Gerhard Massenbauer | Nov 15, 2024 | Analysis, Multi-currency
The latest developments in the EUR/USD market make the US dollar appear stronger than ever, and this against numerous global currencies. This is due to political factors: the results of the US elections and the continued dominance of the Republicans in both houses of...
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 | 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 | Analysis, Multi-currency
In a tense global economic environment, the prospect of China’s new stimulus program is a ray of hope. The decision to boost the country’s economy could have far-reaching implications for the capital markets, particularly for emerging market currencies...