by Gerhard Massenbauer | Jan 15, 2026 | Analysis, Markets, Multi-currency
There has been little outrage in Latin America. Although Brazil and Mexico have lodged official protests, they have essentially remained calm. While it is inconceivable that the US could implement such a measure across the board, it cannot be ruled out that it could...
by Gerhard Massenbauer | Dec 5, 2025 | Analysis, Markets, Multi-currency
The past month has seen a lot of excitement surrounding the price development of crypto assets, which have lost a significant amount of value. International stock markets have also fallen from their recent highs. There have also been growing concerns about the...
by Gerhard Massenbauer | May 12, 2025 | Analysis, Markets, Multi-currency
In my last article, published on 2 April, I warned of an impending slump in stock markets and emerging market currencies. While it was clear that tariffs were coming, what Trump presented as reciprocal tariffs came as a shock to capital market participants, myself...
by Gerhard Massenbauer | Mar 14, 2025 | Markets
Geopolitical developments, in particular the protectionist economic policies of the US, are increasing capital flight from emerging markets. Investors are pulling out of risky investments, putting increasing devaluation pressure on EM currencies. Short and Medium Term...
