Currency Asset Management
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02.11.2023 | Issue #97
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.
«Dynamic Forward Hedging for Corporates»
Managing FX exposure confronts corporates with challenges and opportunities. Starting from a general discussion of hedging strategies, this article focuses on QCAM’s Dynamic Forward Hedging approach, which offers corporates a flexible hedging strategy and opportunities to improve their overall financial performance…
«2024 sneak preview»
QCAM Insight: 2023 has been a USD range market with notable cross currency dispersions. In our view, the market’s current bearish USD bias, which is based on hopes for a soft-landing and rapid Fed rate cuts in 2024, ignores the uncertainty that lies ahead. Instead, we expect a …
Economy and Interest Rates
Global growth conditions remain sluggish at year end with continued US outperformance versus the rest of the world, most notably Europe. The process of disinflation continues with the latest data surprising on the…
FX Markets
The USD DXY rally fell 2.9% in November with high beta (more leveraged) currencies outperforming. EM currencies did well too, up 1.9% on balance, with the BRL outperforming and the TKY actually weaker. Overall,…
FX Analytics
There have been few significant signal changes with the overall long USD position modestly. All discretionary Macro positions remained unchanged. Business Sentiment changed only for the SEK from short to long. Technical positions went neutral for…
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Dynamic Forward Hedging for Corporates
Managing FX exposure confronts corporates with challenges and opportunities. Starting from a general discussion of hedging strategies, this article focuses on QCAM’s Dynamic Forward Hedging approach, which offers corporates a flexible hedging strategy and opportunities to improve their overall financial performance.
Something has to give
Powerful headwinds stalled the USD’s rally in October. Cross currents are likely to keep FX markets range-bound in the near term, but with a USD-bullish bias. The tides are set to change if US economic outperformance fades next year, the global economy starts to re-accelerate and the BoJ finally catches up with reality.
What stops the Dollar?
The USD continued its rally in September and the momentum as well as the support from superior growth and interest rate run-rates point to further USD upside. Rising risk aversion also supports the USD and is unlikely to reverse as abruptly as it did at the end of last year. However, the risk is that the financial tightening becomes....
High-Speed Rollercoaster
QCAM Monthly August 2023: FX markets started the second half of the year with the same rollercoaster pattern as they finished the first half, only faster. The USD DXY fell 3% in the first half of July and then recovered most losses by the end of the month.