by Gerhard Massenbauer | Jan 22, 2026 | Analysis, Markets, Multi-currency
In light of the events at the beginning of the year, the limited reaction of the stock markets and exchange rates is surprising. The idea that aggressive actions are being taken but remain within a narrowly limited framework has become established. This no longer...
by Gerhard Massenbauer | Dec 15, 2025 | Analysis, Markets, Multi-currency
It is encouraging that there are no immediate risks on the horizon, meaning we can expect stability in developments. While the slow appreciation of currencies is unwelcome news for buyers in the CEE region, those who have kept their eyes open have been able to profit...
by Gerhard Massenbauer | Nov 24, 2025 | Analysis, Markets, Multi-currency
While the EUR/USD exchange rate has remained relatively unchanged in recent weeks, the CNY, THB and, in particular, the MYR have strengthened against the USD, while the JPY and KRW have weakened. The USD is moving slowly but steadily downward. This should be...
by Gerhard Massenbauer | Sep 12, 2025 | Analysis, Markets, Multi-currency
In the medium term, the pressure exerted by the US is causing Asian countries to form closer ties with each other. Meanwhile, China is presenting itself as a stable haven and increasing its activity in Asia and beyond. The West’s High Level of Debt is its...
by Gerhard Massenbauer | Jul 7, 2025 | Analysis, Markets, Multi-currency
The war that Israel started was not unexpected. It was more successful than expected, but probably also had more consequences. It was important for Israel that it succeeded in persuading the USA under Trump to bomb a sovereign state. It was probably also a...
