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FX Monthly December 2017 >> Starting the year full of vim and vigor

  • 15.12.2017
  • FX Monthly

QCAM Insight

Starting the year full of vim and vigor – Interview with QCAM CEO Thomas Suter: A review of the past year and an outlook to the new year, with a link to some of QCAM’s activities.

The macro perspective

This the season to be jolly over the global economy – Leading and real economic indicators are improving, and not only in the industrialized countries. We are seeing marked stabilization in the emerging economies, too. Looking ahead, however, we must sound a note of caution. The current upswing is longer than average in duration.

FX market talk

Revisiting the valuation gap – JPG, GBP, NOK, SEK and several emerging market currencies are currently cheap against the CHF. In an efficient market, valuation gaps must have a rational basis or they will eventually be arbitraged away. Our thoughts on this.

Download: FX Monthly December 2017 EN

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