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QCAM Monthly February 2021 - Is This A Replay Of 2018?
Hedge Fund QCAM FX BIAS Views: 45

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QCAM Insight

After the selloff in 2020, the USD started firmer in 2021 amid increased financial market volatility. Several factors support the USD at the moment but it is unclear whether this is a temporary correction or the start of a prolonged period of USD strength as in 2018. In our view, sustained USD strength requires prolonged US economic outperformance, rising expectations of an earlier tightening in US monetary policy and improvements in the fiscal and


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