Looking through the volatility, there are some trends coming out of the corona crisis for FX. Emerging Markets, commodity and currencies with idiosyncratic risks are the main victims. What does this mean for investors?
Economy and Interest Rates
The global economy plunged within weeks into the steepest contraction post World War 2 due to the corona crisis. Is it all doom and gloom – and what long-term impact does this shock have on the development of economic growth and interest rates?
Currency markets – our specialist subject – have been a roller-coaster since mid-February. Will the high volatility continue and what should investors consider now?
Going into even more detail: Based on our proprietary analytical framework to take scalable exchange rate positions we are taking a close look on individual currency pairs.
Download: QCAM MONTHLY April 2020 (english)