by Gerhard Massenbauer | Mar 31, 2025 | Analysis, General, Markets
The US dollar may be at an inflection point – but is it really time to expect sustained weakness? Recent moves in currency markets suggest that the forces behind exchange rates may be shifting. However, the causes are not directly related to interest rate...
by Gerhard Massenbauer | Feb 21, 2025 | Analysis, General
The geopolitical and economic landscape is undergoing profound change. The US is at the centre of a global restructuring process accompanied by strategic economic policies. Changing approaches to trade and fiscal policy play a key role, in particular the increasing...
by Gerhard Massenbauer | Nov 14, 2024 | Markets
Ever since the US Federal Reserve (FED) began raising interest rates three years ago, a recession seemed inevitable. The economic backdrop was in favor of this: the fastest and strongest interest rate hikes in over 40 years and an ongoing war in Ukraine, which caused...
