by Gerhard Massenbauer | Sep 17, 2025 | Analysis, Markets, Multi-currency
Further Developments are Dependent on the USD Following the sharp decline in the value of the US dollar in spring, which weakened major currencies against the euro, the situation calmed down over the summer. In particular, the Swiss franc has stabilised and regained...
by Gerhard Massenbauer | Sep 12, 2025 | Analysis, Markets, Multi-currency
In the medium term, the pressure exerted by the US is causing Asian countries to form closer ties with each other. Meanwhile, China is presenting itself as a stable haven and increasing its activity in Asia and beyond. The West’s High Level of Debt is its...
by Gerhard Massenbauer | Sep 8, 2025 | Analysis, Markets, Multi-currency
A few weeks ago, hopes were raised that the war in Ukraine could be ended following the meeting between Putin and Trump. While I am not yet completely hopeless, developments over the past week suggest that a resolution will not come quickly. There is also a risk of...
by Gerhard Massenbauer | Sep 3, 2025 | Analysis, Multi-currency
The prospect of falling interest rates in the U.S. could bode well for currency developments in emerging markets. Last year, many central banks did not cut interest rates because they were concerned that doing so would further weaken their currencies if US interest...
by Gerhard Massenbauer | Aug 29, 2025 | Analysis, Markets, Multi-currency
However, a Brief Correction is Possible The last few weeks have seen fairly stable conditions regarding the euro and the U.S. dollar. This stability has also been reflected in stable cross-currency relationships between major currencies. I currently see little reason...
by Gerhard Massenbauer | Aug 22, 2025 | Analysis, Markets, Multi-currency
And if So, Why? Despite ordering an attack on Iranian nuclear facilities, it is clear that President Trump is pursuing a generally peace-oriented policy. He has put economic pressure on Thailand to end its armed conflict with Cambodia before it escalates into war....
