by Gerhard Massenbauer | Jul 3, 2025 | Analysis, Markets, Multi-currency
The Picture of Safe Haven Flows Looks Different Today The number of trouble spots is increasing, as is their importance. Although there may be an opportunity to do so in the course of the year, the war in Ukraine is far from over. Even if Donald Trump loudly proclaims...
by Gerhard Massenbauer | Jun 25, 2025 | Analysis, Markets, Multi-currency
Israel has announced its intention to attack Iran. There have been increasing signs of this possibility for some time, and I pointed out the risk a few issues ago. I am beginning this issue with this announcement, although it does little to alter the fundamental...
by Gerhard Massenbauer | Jun 20, 2025 | Analysis, Markets, Multi-currency
The recovery of stock markets has also helped to stabilise CEE currencies. They continued to rise against the US dollar in line with the euro, with the Polish zloty (PLN) standing out in particular, rising more sharply against the US dollar than the euro. The Czech...
by Gerhard Massenbauer | May 20, 2025 | Analysis, Markets, Multi-currency
In the event of major changes, it is normal human behaviour to take cover and do nothing for the time being. It is therefore not surprising that many companies around the world are cutting investments in order to wait and see what will ultimately emerge from all this...
by Gerhard Massenbauer | May 15, 2025 | General
Following Trump’s tariff announcement on 2 April, it was not only the stock and bond markets that were in turmoil. The consequences of this risk-off sentiment were also clearly visible in the currency markets. CEE currencies reacted to stock market upheavals...
