QCAM Monthly December 2022

QCAM Insight: “2023 sneak preview”

FX markets were driven by unexpected events and developments in 2022, notably the Ukraine war and the rapid adjustment in monetary policy. The big winner was the USD although it lost some of its gains in recent weeks. In our view,…

Economy and Interest Rates

Economic activity at the start of winter is holding up better than feared, especially in Europe. Still, forecasts point at a significant slowing going into 2023 with a high risk of recession, especially as the impact of monetary tightening continues to spread. Consumer confidence is already in…

FX Markets

The USD DXY dropped 5% in November on the expectation that the Fed will slow the tightening soon. The best performer was the JPY, while only the CAD failed to rally versus the USD. In contrast,…

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.