by Gerhard Massenbauer | Apr 4, 2025 | Analysis, Markets, Multi-currency
The imminent move by the US government to harmonise tariffs on more than 2.5 million imported products represents a massive intervention in the current structure of international trade. The aim is to create a level playing field: If Thailand, for example, imposes a...
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 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 14, 2025 | Analysis, Multi-currency
The current geopolitical situation remains characterised by a high degree of uncertainty. With the upcoming US presidential election and the possible re-emergence of Donald Trump as a key player, both transatlantic relations and the global trading architecture are...
