by Gerhard Massenbauer | Sep 8, 2025 | Analysis, Markets, Multi-currency
A few weeks ago, hopes were raised that the war in Ukraine could be ended following the meeting between Putin and Trump. While I am not yet completely hopeless, developments over the past week suggest that a resolution will not come quickly. There is also a risk of...
by Gerhard Massenbauer | Aug 29, 2025 | Analysis, Markets, Multi-currency
However, a Brief Correction is Possible The last few weeks have seen fairly stable conditions regarding the euro and the U.S. dollar. This stability has also been reflected in stable cross-currency relationships between major currencies. I currently see little reason...
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 | Jun 4, 2025 | Analysis, Markets, Multi-currency
Imposing High Tariffs on the EU Could Lead to Greater Fluctuation The policies of the Trump 2.0 administration are causing a great deal of uncertainty. Interestingly, the announcement of a 50% tariff on EU imports has not led to a significant weakening of the euro. In...
by Gerhard Massenbauer | Apr 29, 2025 | Analysis, Markets, Multi-currency
The past few weeks have seen very wide swings in international stock and bond markets. Long-term interest rates have risen across the board, not only in the US but also in Europe and Japan. In particular, interest rates have undergone a correction in recent days,...
