News

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

Follow-Up results

This is next in your query
QCAM CEO Thomas Suter in an interview with Fu...

«Im Währungs­mana­gement liegen unaus­ge­schöpfte Potenziale» - Mit einem prozessorientierte...» more

FX Monthly October 2018 >> The Italian proble...

Having swallowed whole the Italian government’s earlier assurances of fiscal probity, financial ma...» more

FX Monthly September 2018 >> What the Swiss f...

The recovery of the euro last year gave the Swiss franc and the SNB some breathing room. This year, ...» more

FX Monthly August 2018 >> There is more to th...

There is more to the yen than just carry. Caught between disappointingly low inflation and growing p...» more