QCAM Monthly October 2022

QCAM Insight

Financial and currency markets are on a roller coaster driven by the fear of recession and hopes that central banks will have to slow the pace of tightening soon. Policy actions have compounded the volatility and forced central banks to intervene. The pillars of USD support are still in place, but we fear that …

Economy and Interest Rates

Recession concerns are rising. The recovery momentum from the Corona pandemic is still strong but the pressure from inflation and rising interest rates is building. Inflation has probably peaked in the US but is unlikely to disappear quickly, while inflation in Europe is …

FX Markets

The USD rose through most of September, but lost half the gains in recent days. The AUD and CAD were the biggest losers as commodity prices fell due to recession concerns. The CNY came under pressure as well but…

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.