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...
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...
