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.

Reflation and its risks

 

 

 

 

 

 

 

 

 

 

 

 

07.01.2021 | Issue #63| QCAM MONTHLY

 

The 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 deployment of Corona vaccines is widely expected to reflate the global economy in 2021. The big risk is that the vaccination campaign disappoints. The other concern is that reflation will boost inflation and central banks will be reluctant to tighten policy.

 

Economy and Interest Rates

First-quarter growth is depressed by the rise in Corona infections in Europe and the US. However, manufacturing activity is holding up well and the outlook improves in the second quarter with the expected wide-spread deployment of Corona vaccines.

 

FX Markets

The USD depreciated further versus all major currencies over the last months on continued positive risk sentiment. Safe-haven currencies like the CHF and the JPY performed well, but the GBP lagged a bit behind since the closure of the EU-UK trade deal.

 

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 January 2021
 

 

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