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...
by Gerhard Massenbauer | Apr 9, 2025 | Analysis, Markets, Multi-currency
Many emerging market currencies are currently under severe pressure, not only from macroeconomic uncertainties but also from geopolitical tensions. Many EM countries are undergoing strategic rebalancing and looking for alternatives to the dominance of the US dollar....
