by Gerhard Massenbauer | Jun 9, 2025 | Analysis, Markets, Multi-currency
One thing is certain: this year will go down in history. I try to anticipate how events will be assessed and justified in a few years’ time, and if I look at the last 25 years of my work, I have mostly been right. In about 14 days’ time, in issue 12, I...
by Gerhard Massenbauer | May 20, 2025 | Analysis, Markets, Multi-currency
In the event of major changes, it is normal human behaviour to take cover and do nothing for the time being. It is therefore not surprising that many companies around the world are cutting investments in order to wait and see what will ultimately emerge from all this...
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...
