QCAM Monthly February 2022

QCAM Insight

FX markets have been on a roller coaster since the start of the year driven by two themes: rising global growth optimism and a more hawkish Fed. We think both themes will shape FX dynamics in coming months. The question is not what theme will win but how they will jive together. The outcome can lead to very different exchange rate dynamics...

Economy and Interest Rates

While Omicron is still weighing on consumer sentiment, business sentiment is holding up well and even improving in some parts despite ongoing supply difficulties...

FX Markets

FX markets were on a roller coaster within a range in January (see main story). Among major currencies, the JPY performed best followed by the CAD, while the AUD and the SEK fell most behind. EM currencies followed a similar pattern but...

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