News

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
wallstreet-online.de - Rising hedging costs? ...

«Is there a way out of the dilemma of increasing hedging costs for EUR investors?» - The record-hi...» more

Fundplat - Untapped potentials in currency management

Im Interview zeigt Thomas Suter auf, CEO von QCAM, dass vorallem bei institutionelle Investoren, ger...» 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