QCAM MONTHLY
QCAM MONTHLY behandelt alle Aspekte von FX Märkten, Research und Strategien plus Themenbereiche der Wirtschaft und informiert Sie über QCAM Angebote und Dienstleistungen – alles in konziser und kompakter Form. Und gratis, versteht sich.
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09.09.2021 | Ausgabe #71 | QCAM MONTHLY
QCAM Insight
FX markets were relatively stable over the last month despite increased uncertainties. In our view, the struggle for direction in FX is likely to continue near-term. However, longer-term FX fundamentals are taking shape. Last month we discussed inflation dynamics. This time we take a closer look at current account balances. It is too early …
Economy and Interest Rates
The spread of the Delta-variant and supply-side bottlenecks have resulted in economic data disappointments and higher inflation reports. In our view, these factors are temporary and unlikely to derail the global recovery.
FX Markets
FX markets traded in a range over the last month between global growth concerns and relief over the likely delay of Fed tapering. Notable was the intervention by the Swiss National Bank, which pushed EURCHF back to 1.09. EM currencies were mixed, 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.
News & Media
Letzter Update 07.06.2021
12.10.2021 – Finance Expo in Holland
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QCAM Monthly September 2021 >> Current account imbalances
FX markets were relatively stable over the last month despite increased uncertainties. In our view, the struggle for direction in FX is likely to continue near-term. However, longer-term FX fundamentals are taking shape.
QCAM Monthly August 2021 >> Inflation implications
While currency markets struggle to find direction in the near-term, longer-term FX factors are starting to take shape. One is the development of relative inflation performance and the impact on purchasing power parity.
QCAM Monthly July 2021 >> When risk becomes reality
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.