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.
07.10.2021 | Issue #72| 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 USD rallied across the board in September on persistent growth concerns and perceptions of a less patient Fed. Stagflation angst is spreading and supporting the bullish USD narrative. In our view, the USD has more…
Economy and Interest Rates
Global growth concerns (Delta-variant, supply-side bottlenecks, China) are showing up in softer data releases as well as downward growth revisions. In our view, these factors are temporary and unlikely to derail the global recovery.
FX Markets
The USD gained across the board over the last month on global growth concerns and more hawkish Fed statements. Among major currencies, the EUR was the biggest loser followed by the SEK and the AUD, while the CAD held up well (oil). In EM,…
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.
News & Media
Last update 05.08.2021
24.-26.01.2022 – Context Summits Miami (USA)
QCAM is a participant in this event and will meet family offices and institutional allocators in One on one meetings. Furthermore, Thomas Suter, CEO QCAM, will be one of the speakers at this conferences.
QCAM Monthly October 2021 >> Stagflation Angst
The USD rallied across the board in September on persistent growth concerns and perceptions of a less patient Fed. Stagflation angst is spreading and supporting the bullish USD narrative. In our view, the USD has more...
12.10.2021 – Finance Expo Netherlands
Here you will meet top CFOs who will tell you about their cases. Experts to keep you informed about the latest developments. Partners who support you in your challenges.
QCAM Monthly September 2021 >> Current account imbalances
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.