QCAM Insight
The USD is down nearly 10% since the peak in late September. The key drivers of the shift were the expected pivot in Fed policy and a broad decline in global risk aversion. The latest data supports the market’s view of an economic soft landing. Thus, the USD,…
Economy and Interest Rates
Economic activity at the end of last year was firmer, business sentiment is stabilizing, and consumer confidence is recovering, albeit from a low level. The Euro-area surprised on the upside, while the US…
FX Markets
The USD continued to slide lower in December and early January. The best performer was again the JPY followed by the EUR. EM currencies also gained versus the USD but less than the major currencies and…
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.