News & Publications
QCAM Monthly August 2021 >> Inflation implications
While currency markets struggle to find direction in the near-term, longer-term FX factors are starting to take shape. One is the development of relative inflation performance and the impact on purchasing power parity.
QCAM Monthly July 2021 >> When risk becomes reality
The business cycle is an important exchange rate driver. At QCAM we have been using business surveys for many years to systematically capture the link between business cycles and exchange rate trends.
QCAM Monthly June 2021 >> The new theme on the block
The USD declined further in May as vaccination and recovery momentum increased in other economies
QCAM FX BIAS – Excellent Cash-Substitute
The successful trading strategy is based on business climate surveys, with the systematic use of which QCAM has built a rule-based bridge between economic developments and exchange rates.
QCAM Monthly May 2021 || Mixed picture with emerging pattern
The USD fell back in April as the rise in US interest rates faded. No strong trend has yet emerged and the balance of strategies leaves a mixed picture.
QCAM Monthly April 2021 >> Ides of March or April weather?
The USD strengthened in March on the back of improved economic sentiment and rising bond yields. The QCAM FX BIAS product captured the USD rally well.
FX Monthly June 2017 >> QCAM on the move – a half-year full of new developments
QCAM FX Day and News Service FX NOW! as two highlights – interview with QCAM CEO Thomas Suter.
FX Monthly May 2017 >> Currencies under the banner of inflation, interest rates and hedging costs
Abroad we have recently seen both inflation and interest rate levels rise, sometimes significantly. We expect a further widening of the interest rate differential compared to Switzerland and higher hedging costs for currency risks. What are the reasons behind and what are potential approaches to deal with these?
FX Monthly April 2017 >> Dual Currency Notes – monetize your indifference to currencies
Holding cash these days is not attractive. Dual Currency Notes are an interesting short-term alternative for yield-enhancement, in particular for investors with a portfolio diversified across multiple currencies. How does their framework look like and what shall be considered?
FX Monthly March 2017 > EURUSD is about more than just interest rates
Interest rates are seen as a main driver for the development of a currency. QCAM has developed a model that combines fundamentals and market factors and helps shed some light on what is driving the exchange rate.
FX Monthly February 2017 > Yield optimization with a dynamic currency overlay
QCAM Insight Yield optimization with a dynamic currency overlay. In [...]
FX Monthly January 2017 > FX hedging and interest rate spreads – the ultra-cheap days are over
QCAM Insight, The macro perspective, FX market talk and more FX topics
