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...
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...
