FX Monthly September 2018 >> What the Swiss franc is telling us

  • 12.09.2018
  • FX Monthly

QCAM Insight

What the Swiss franc is telling us. The recovery of the euro last year gave the Swiss franc and the SNB some breathing room. This year, however, the tables have again turned. For the franc, it is not only developments with EURUSD that are crucial but also what happens in Europe. In our view, the CHF has more upside potential. Our conclusion of the Swiss franc.

The macro perspective

The Fed’s “America First” strategy. Economic developments in Turkey and Argentina have caused quite a stir in recent weeks. But this turbulence has so far had no noticeable impact on developed economies. The US Federal Reserve will continue raising interest rates. Our commentary.

FX market talk

More than just a dollar story. The weakness in emerging market currencies has reached extreme levels of undervaluation. While “dollar strength” is typically cited as a reason why emerging market currencies are currently struggling, there is more to this story. Our observation of the development of various emerging market currencies.

Download: FX Monthly Semptember 2018 EN


Follow-Up results

This is next in your query
FX Monthly January 2019 >> Can the euro bounce back?

Will the EUR stage a rebound this year, as it did in 2017? Perhaps, but USD weakness will not be eno...» more

KMURundschau - professionalism is needed

Article from Thomas Suter, CEO of QCAM Asset Management in the kmuRUNDSCHAU magazine about the chall...» more

Moneycab - QCAM is also this year donating to...

What if 2019 already starts tomorrow? Luckily this won’t be the case – because we really want so...» more

FX Monthly December 2018 >> 2019: harnessing ...

Interview with Thomas Suter, CEO QCAM Asset Management about too optimistic Investors in 2018, a pro...» more