Currency Asset Management
QCAM Currency Asset Management AG merges two areas of competence, which we have successfully demonstrated over the past ten years: Currency Management and Asset Management. With our positioning in these two growth areas we are opening up unique perspectives to our customers.
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03.08.2023 | Issue #94
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.
«Half time High-Speed Rollercoaster»
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. The volatility was driven by changing and diverging business cycle and inflation dynamics as well as central bank and market reactions. …
Economy and Interest Rates
The global growth outlook is diverging as we enter the second half of the year. Business surveys continue to weaken led by the Euro-area, while consumer surveys are recovering led by the US. The process of disinflation continues with…
FX Markets
The USD fell 3% in the first half of July but rebounded in the second half and offset most losses. The NOK, the CHF and the SEK performed best, both versus the USD and the EUR. Among EM currencies, …
FX Analytics
There have been few signal changes since the last QCAM MONTHLY and the balance of all positions remained modestly long USD. On the Macro side, we shifted EURSEK to neutral. Business Sentiment, …
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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.
Half time
QCAM Monthly July 2023: After the strong trends in 2021 and 2022, FX markets were less directional and more dispersed in the first half of 2023. This pattern may well continue in the second half of this year although the underlying drivers are likely to shift. In our view, the dominant theme will...
Shifting tides
QCAM Monthly June 2023: Uncertainty surrounding the US debt ceiling has been removed. The focus is back to growth, inflation and monetary policy. The USD bear trend is fading with the global recovery theme. However, the situation is more mixed than it was a year ago and the USD is less likely to outperform across the board. The JPY has the best precondition to shine, while the EUR is more likely to struggle and the USD sits somewhere in-between...
QCAM MONTHLY May 2023 >> Debt-ceiling and beyond
Currency markets have been relatively stable despite the emergence of several uncertainties and market jitters. Most likely, stress is not yet sufficiently high to move markets, which remain focused on central bank actions. This could change with the unfolding of the US debt-ceiling process. Beyond that, recession is becoming a...