by Gerhard Massenbauer | Nov 6, 2025 | Analysis, Markets, Multi-currency
Over the past few months, I have repeatedly emphasised that the rise in the USD over the last 15 years was caused by unsecured stock investments. Contrary to the frequent suggestion that foreigners have been withdrawing money from the US in recent months — a claim...
by Gerhard Massenbauer | Oct 17, 2025 | Analysis, Markets, Multi-currency
100% Tariffs Against China are on the Table On Friday evening, I returned to Vienna from the Alpbach Financial Symposium. En route, I saw a news report stating that Trump intended to impose 100% tariffs on Chinese exports and cancel the planned meeting with Xi Jinping...
by Gerhard Massenbauer | Oct 3, 2025 | Analysis, Markets, Multi-currency
Over the past few months, I have repeatedly emphasised that the rise of the USD against the euro over the past 15 years was caused by unsecured stock investments. Contrary to the frequent suggestion that foreigners have been withdrawing money from the US in recent...
by Gerhard Massenbauer | Aug 7, 2025 | Analysis, Markets, Multi-currency
However, a Brief Correction is Possible In 2025, the USD lost value against all major currencies. The euro appreciated the most, with all other major currencies rising less sharply against the USD. The euro and its companies bore the brunt of the burden. With the...
by Gerhard Massenbauer | Aug 4, 2025 | Analysis, Markets, Multi-currency
It seems the market has made its decision. The euro is falling significantly, so perhaps the deal with the U.S. is weighing on it. To me, this agreement with the U.S. merely triggered a long-overdue technical correction. Yes, many European products have become more...
