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QCAM Monthly July 2021 >> When risk becomes reality

  • 08.07.2021
  • FX Monthly

QCAM Insight

The USD bounced on the back of the Fed meeting. Still, risky markets remain optimistic about future growth, while interest-rate markets have become pessimistic. FX markets are stuck in-between. Fundamentals have not changed much and remain a problem for the USD except for the possibility of faster Fed tightening. We prefer to stay neutral…

Economy and Interest Rates

The global recovery advanced in the second quarter, but not evenly. Developed countries accelerated thanks to the vaccination progress, while emerging markets slowed, plagued by new Corona infections. The US was so far leading the recovery but…

FX Markets

The USD bounced after the Fed meeting and the USDDXY rose 2.7% in June. Hardest hit was the SEK (-4.4%) and least affected was the JPY (-1.3%). Among EM currencies,…

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.

Download: QCAM MONTHLY July 2021

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