by Gerhard Massenbauer | Feb 10, 2025 | Markets
Stocks and Gold Rise as Trump Gets Going The Fed announced a pause in interest rates at last week’s meeting in order to await further developments in the data situation. The labour market is consolidating at a good level and the economy is booming. Jay Powell...
by Gerhard Massenbauer | Jan 29, 2025 | Analysis, General
A Turning Point for Technological Supremacy and the USD The technological supremacy of US companies seemed almost untouchable in recent years. Innovations from Silicon Valley were perceived as the engine of global progress, supported by massive investments and a...
by Gerhard Massenbauer | Jan 19, 2025 | Analysis, General, Markets
If you follow the thinking in the media, it seems that the strength of the USD is a fact of life. I am not convinced that this trend will continue for very long. Since the USD overcame 1.0860 EUR/USD (lower bandwidth level 2023/2024), the euro has fallen very quickly....
by Gerhard Massenbauer | Jan 9, 2025 | Analysis, Markets
The current economic situation in the USA is characterised by an exciting tension between growth, inflation expectations and a very strong currency. The US dollar (USD) is experiencing a strength that has far-reaching effects on global markets, the credit landscape...
by Gerhard Massenbauer | Dec 11, 2024 | Analysis
The financial markets are characterized by uncertainty. This is also reflected in the performance of the so-called C3 currencies (Polish Zลoty, Czech Koruna and Hungarian Forint), but also in other currencies such as the Rouble and the Turkish Lira. A look at the...