by Gerhard Massenbauer | Apr 15, 2025 | Analysis, Markets, Multi-currency
CEE currencies have come under pressure in the last two weeks, while the rouble and the TRY have held up relatively well. The fall in equity prices has always put pressure on CEE currencies. It was predictable that the US tariff policy would be critical for equity...
by Gerhard Massenbauer | Apr 9, 2025 | Analysis, Markets, Multi-currency
Many emerging market currencies are currently under severe pressure, not only from macroeconomic uncertainties but also from geopolitical tensions. Many EM countries are undergoing strategic rebalancing and looking for alternatives to the dominance of the US dollar....
by Gerhard Massenbauer | Mar 31, 2025 | Analysis, General, Markets
The US dollar may be at an inflection point – but is it really time to expect sustained weakness? Recent moves in currency markets suggest that the forces behind exchange rates may be shifting. However, the causes are not directly related to interest rate...
by Gerhard Massenbauer | Mar 26, 2025 | Analysis, Markets, Multi-currency
EU and CEE Facing Growing Uncertainty The good thing about current American policy is that it is working to end the war in Ukraine. Probably 750,000 people have died, most of them Russians, but it is an incredible bloodletting. The Americans’ motivation is less...
by Gerhard Massenbauer | Mar 20, 2025 | Analysis, General, Markets, Multi-currency
The geopolitical developments of recent weeks have sent a clear signal: The US is reducing its direct support for Ukraine, while Europe is increasingly having to bear the burden of the conflict’s aftermath. This shift has not only political but also serious...
