by Gerhard Massenbauer | Aug 29, 2025 | Analysis, Markets, Multi-currency
However, a Brief Correction is Possible The last few weeks have seen fairly stable conditions regarding the euro and the U.S. dollar. This stability has also been reflected in stable cross-currency relationships between major currencies. I currently see little reason...
by Gerhard Massenbauer | Jul 3, 2025 | Analysis, Markets, Multi-currency
The Picture of Safe Haven Flows Looks Different Today The number of trouble spots is increasing, as is their importance. Although there may be an opportunity to do so in the course of the year, the war in Ukraine is far from over. Even if Donald Trump loudly proclaims...
by Gerhard Massenbauer | Jun 4, 2025 | Analysis, Markets, Multi-currency
Imposing High Tariffs on the EU Could Lead to Greater Fluctuation The policies of the Trump 2.0 administration are causing a great deal of uncertainty. Interestingly, the announcement of a 50% tariff on EU imports has not led to a significant weakening of the euro. In...
by Gerhard Massenbauer | May 8, 2025 | Analysis, Markets, Multi-currency
The Euro is Only Part of the Story Over the past few months, I have repeatedly pointed out that it makes no sense to look at the USD against the euro. The USD has risen against all other currencies over the past 15 years and now, as expected, it is starting to fall...
by Gerhard Massenbauer | Mar 10, 2025 | Analysis, Markets, Multi-currency
Current developments in the US suggest that the US dollar (USD) is in a consolidation phase. While President Trump’s domestic policies are aimed at drastically reducing government spending and aggressively restructuring the economy, the effects of this strategy...
