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.

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09.09.2021 | Issue #71| 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

FX markets were relatively stable over the last month despite increased uncertainties. In our view, the struggle for direction in FX is likely to continue near-term. However, longer-term FX fundamentals are taking shape. Last month we discussed inflation dynamics. This time we take a closer look at current account balances. It is too early …

Economy and Interest Rates

The spread of the Delta-variant and supply-side bottlenecks have resulted in economic data disappointments and higher inflation reports. In our view, these factors are temporary and unlikely to derail the global recovery.

FX Markets

FX markets traded in a range over the last month between global growth concerns and relief over the likely delay of Fed tapering. Notable was the intervention by the Swiss National Bank, which pushed EURCHF back to 1.09. EM currencies were mixed, 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.

QCAM MONTHLY

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News & Media

Last update 05.08.2021

QCAM Monthly September 2021 >> Current account imbalances

2021-09-14T08:56:43+00:00September 14, 2021|Comments Off on QCAM Monthly September 2021 >> Current account imbalances

QCAM Monthly September 2021 QCAM Insight FX markets were relatively stable over the last month despite increased uncertainties. In our view, the struggle for direction in FX is likely to continue near-term. However, [...]

  • Frontpage QCAM Monthly August 2021

QCAM Monthly August 2021 >> Inflation implications

2021-08-16T08:44:29+00:00August 5, 2021|Comments Off on QCAM Monthly August 2021 >> Inflation implications

While currency markets struggle to find direction in the near-term, longer-term FX factors are starting to take shape. One is the development of relative inflation performance and the impact on purchasing power parity.

  • Frontpage QCAM Monthly July 2021

QCAM Monthly July 2021 >> When risk becomes reality

2021-07-28T08:36:27+00:00July 28, 2021|Comments Off on QCAM Monthly July 2021 >> When risk becomes reality

The business cycle is an important exchange rate driver. At QCAM we have been using business surveys for many years to systematically capture the link between business cycles and exchange rate trends.