by Gerhard Massenbauer | Mar 12, 2026 | General
Given the noise generated by the US government in many areas, some people feel that the risks are increasing. In fact, what is happening on the market can be described as wise: the US noise is being ignored. Donald Trump Has Lost Most of His Credibility Threatening...
by Gerhard Massenbauer | Nov 3, 2025 | Analysis, Markets, Multi-currency
EM-Währungen reagieren in aller Regel auf zwei Reize besonders positiv: Sinkende Zinsen im Rest der Welt bei hohen Realzinsen in EM Zeiten einer Rohstoffhausse Die gute Nachricht für alle – Die Zinsen sinken baw. Wenn ich von sinkenden Zinsen spreche, meine ich die...
by Gerhard Massenbauer | Sep 26, 2025 | Analysis, Markets, Multi-currency
Emerging markets generally experience gains in value during periods of relative weakness in the USD. Over the past 18 months, the Fed’s failure to significantly cut interest rates, unlike in Europe and Asia where inflation rates fell more sharply, has had a...
by Gerhard Massenbauer | Aug 8, 2025 | Analysis, Markets, Multi-currency
The USD is Currently Stronger Against the Euro The US is also imposing high tariffs on its strategic partners in Asia. Vietnam and Indonesia, for example, have had to absorb tariffs of 19%. The situation in India remains unclear, and the 50% tariff on imports from...
by Gerhard Massenbauer | Jul 11, 2025 | Analysis, Markets, Multi-currency
When it comes to understanding major currency movements, it’s clear that we’re seeing global USD weakness today. The BBB (big, beautiful bill) will highlight this and, in line with the interests of the U.S. government, ensure that the dollar remains under...
