by Gerhard Massenbauer | Mar 20, 2025 | Analysis, General, Markets, Multi-currency
The geopolitical developments of recent weeks have sent a clear signal: The US is reducing its direct support for Ukraine, while Europe is increasingly having to bear the burden of the conflict’s aftermath. This shift has not only political but also serious...
by Gerhard Massenbauer | Mar 10, 2025 | Analysis, Markets, Multi-currency
Current developments in the US suggest that the US dollar (USD) is in a consolidation phase. While President Trump’s domestic policies are aimed at drastically reducing government spending and aggressively restructuring the economy, the effects of this strategy...
by Gerhard Massenbauer | Feb 27, 2025 | Analysis, Markets, Multi-currency
If you follow the thinking in the media, it would seem 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 crossed 1.0860 EUR/USD (lower band level 2023/2024), the euro has fallen very quickly....
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...
