QCAM MONTHLY

The dynamics of markets is a strong reminder to investors: FX also matters! As currency experts, we at QCAM are always close to the markets to analyse risks and opportunities and turn that into successful investment strategies. Contact us – we look forward to showing you new perspectives.

Correction yet no trend change

12.10.2020 | Issue #60| QCAM MONTHLY 

 

The new QCAM MONTHLY covers all aspects of FX Markets, Research and Strategy plus other relevant areas of the economy and provides you with information on QCAM offers and services – all in a concise and compact way. And for free, of course.

 

QCAM Insight

The USD rebounded in September as risk aversion increased and Corona cases in Europe surged. Uncertainty is likely to dominate at least until the US election. Yet, the fundamental case for more USD weakness remains in place.

 

Economy and Interest Rates

Global economic activity recovered strongly in the third quarter. Most growth forecast were again revised to the upside but momentum is now fading as the recovery is moving from the re-opening rebound to a second more cyclical phase, which is still marked by significant corporate balance sheet and labor market distortions, while the course of the Corona pandemic remains an uncertainty.

 

FX Markets

The USD rebound in September was broad-based. Risk-sensitive currencies like the GBP fell the most, but the JPY held up well. Higher risk aversion was negative for Emerging Markets with vulnerable currencies like…

 

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.

 

 

 
Download: QCAM MONTHLY October 2020
 

 

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