QCAM Insight
The Ukraine war remains a source of uncertainty but has not derailed financial markets. Europe is still most at risk and commodity currencies remain a good hedge but the focus is on inflation, growth and central bank reactions.The Fed is expected to hike rates the most, but…
Economy and Interest Rates
The impact of the Ukraine war is now showing up in sentiment shifts and forecast revisions. Inflation forecasts for 2022 have been raised on balance by 2 points, which weighs on consumer confidence. Business sentiment is more resilient but growth forecasts are on balance down half a point as well….
FX Markets
The impact of the Ukraine war is now showing up in sentiment shifts and forecast revisions. Inflation forecasts for 2022 have been raised on balance by 2 points, which weighs on consumer confidence. Business sentiment is more resilient but growth forecasts are on balance down half a point as well….
FX Analytics
Going into more detail: Based on our proprietary analytical framework to take scalable exchange rate positions we are taking a close look on individual currency pairs.