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.
“Don’t fight risk aversion”
The USD outperformed across the board in April on rising global growth concerns and risk aversion. The Fed’s lead in the hiking cycle further supported the USD. We think…
Economy and Interest Rates
The Ukraine war, China’s lockdown, high inflation and rising interest rates weigh on sentiment and slow the global economy. Developed markets, especially Europe, are hit harder than emerging markets. Recession still seems to be…
The USD rose strongly in April versus all major currencies. Year-to-date, the USD DXY is up a stellar 8%. The JPY is the worst performer so far this year, even outdoing the TKY. The best performer is…
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.