QCAM MONTHLY

The current turbulence in 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.

More than risk-on

08.06.2020 | Issue #56| 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 risk-on sentiment in financial markets over recent weeks has also impacted currency markets. The USD is generally weaker, but not versus safe-haven currencies like the JPY. This may be a short-term trade but we see first signs of a potential trend change towards a weaker USD.

 

Economy and Interest Rates

Global economic activity hit an inflection point in May as Corona-restrictions were gradually eased. North Asia leads the recovery followed by Europe and the USA, while other Emerging Markets, notably in South America, are lagging behind.

 

FX Markets

The USD fell across the board over the last month as risk assets rallied. The notable exception was the JPY, which underscores the risk-on sentiment of the market move.

 

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 June 2020
 

 

QCAM MONTHLY Subscription

for free

“Relevant Information about currency markets directly via email”