by Gerhard Massenbauer | Mar 2, 2026 | Analysis, General, Multi-currency
The Supreme Court’s Decision Will Have Consequences Either Way It is becoming increasingly apparent that President Trump considers himself above the law and views it as a disposable tool for the executive branch to use as it sees fit. However, this is not how...
by Gerhard Massenbauer | Feb 19, 2026 | Analysis, General, Multi-currency
In the absence of any immediate, tangible triggers for a significant correction in the stock market, the positive trend for CEE currencies is expected to persist. Historically, sharp interest rate hikes have led to temporary stock market slumps, as was the case in...
by Gerhard Massenbauer | Feb 16, 2026 | Analysis, Markets, Multi-currency
The outlook for emerging markets is steadily improving. Inflation rates in these markets have been significantly more favourable over the past 15 years than in previous decades. Additionally, many countries have improved their structural conditions because their...
by Gerhard Massenbauer | Feb 11, 2026 | Analysis, General, Markets, Multi-currency
The USD started the new year weakly. There was temporarily very high pressure, causing the USD to fall to 1.2050 against the euro. Currently, the USD is hovering around the 1.18 mark, and I expect this to be the average exchange rate over the coming weeks. If you need...
by Gerhard Massenbauer | Feb 6, 2026 | Analysis, General, Markets, Multi-currency
Fourteen months ago, I anticipated a rise in Asian currencies and expected this to fuel a recovery, which would in turn fuel further growth. As far as the CNY was concerned, this expectation was essentially realised in 2024, but was completely reversed in anticipation...
