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QCAM Monthly January 2021 – Reflation And Its Risks
Hedge Fund QCAM FX BIAS Views: 43

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QCAM Insight

The deployment of Corona vaccines is widely expected to reflate the global economy in 2021. The big risk is that the vaccination campaign disappoints. The other concern is that reflation will boost inflation and central banks will be reluctant to tighten policy. Global reflation is widely seen as USD negative. Thus, vaccination failing to deliver the expected results could be USD positive.

Economy and Interest Rates

First-quarter growth is depressed b


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Andrea Alms Video:  Money In Motion 151 - Ozempic Impact & GLP-1 Receptor Agonist Market Update
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