by Gerhard Massenbauer | Jun 30, 2025 | Analysis, Markets, Multi-currency
The USD Continues to Decline Over the past 15 years, we have become accustomed to the USD appreciating. However, in 2025 it lost 12% of its value, only a small part of its previous appreciation. Since the beginning of March, the depreciation of the USD has accelerated...
by Gerhard Massenbauer | Apr 29, 2025 | Analysis, Markets, Multi-currency
The past few weeks have seen very wide swings in international stock and bond markets. Long-term interest rates have risen across the board, not only in the US but also in Europe and Japan. In particular, interest rates have undergone a correction in recent days,...
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 | Feb 21, 2025 | Analysis, General
The geopolitical and economic landscape is undergoing profound change. The US is at the centre of a global restructuring process accompanied by strategic economic policies. Changing approaches to trade and fiscal policy play a key role, in particular the increasing...
by Gerhard Massenbauer | Nov 14, 2024 | Markets
While the upcoming US presidential election is often overhyped, market volatility is likely to increase depending on the outcome. For investors looking for market movement, this presents an opportunity, while industrial companies face growing challenges. The last 15...
