QCAM Insight
Russia’s attack on the Ukraine and the firm response by Western allies are both sea changes with far reaching consequences. The near-term outlook is very uncertain but the crisis is not systemic in our view. We think the war will slow but not derail the global recovery. Central banks will take that into account but...
Economy and Interest Rates
While Omicron and inflation were weighing on consumer sentiment, business sentiment was holding up well through February and even improving in some parts despite ongoing supply difficulties. While rising social and economic mobility is positive, the Russian attack on the Ukraine has created new outlook...
FX Markets
The USD gained versus most major currencies over the last month thanks to the Ukraine war. The main exception was the AUD. The CHF benefitted from safe haven flows versus the EUR. EM currencies were mixed with the RUB down sharply and...
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