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Emerging Markets Squeezed: Currencies, Gold and Geopolitical Disruption

Emerging Markets Squeezed: Currencies, Gold and Geopolitical Disruption

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....
US Customs Policy: Impact on the USD and Emerging Markets

US Customs Policy: Impact on the USD and Emerging Markets

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...
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Gerhard Massenbauer

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  • The USD is Weakening Against All Majors
  • Strong Backlash From Trump
  • Stable Currencies vs. the USD
  • CEE Currencies Hit by Risk-Off Sentiment
  • Emerging Markets Squeezed: Currencies, Gold and Geopolitical Disruption
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