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 | Feb 4, 2025 | Analysis, Markets, Multi-currency
Economic development in the emerging markets has stagnated for over 15 years. The slump in commodity prices in 2012 and China’s property crisis exacerbated structural weaknesses. Now US customs policy is placing additional burdens: High tariffs on Mexican...
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...
