by Gerhard Massenbauer | Jul 19, 2025 | Analysis, Markets, Multi-currency
Given the ongoing negotiations with Canada, Trump’s recent announcement to impose a 35% tariff starting August 1, 2025, is frustrating. Canada is an important trading partner and neighbor. Trump’s approach is probably intended to put significant pressure...
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 | 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 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 | Mar 26, 2025 | Analysis, Markets, Multi-currency
EU and CEE Facing Growing Uncertainty The good thing about current American policy is that it is working to end the war in Ukraine. Probably 750,000 people have died, most of them Russians, but it is an incredible bloodletting. The Americans’ motivation is less...
