FX Dashboard: Russian Ruble Lagging Oil Rally
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the underperformance of the Russian ruble...
335 Views
FX Dashboard: Brazilian Real Is a Bellwether for EM
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the possibility that Brazil may breach its...
394 Views
FX Dashboard: EM Currencies Vs Commodities
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the YTD lag of EM currencies relative to...
274 Views
FX Dashboard: Lira Is an Idiosyncratic Play
Attached is our daily FX Dashboard that identifies dislocations in EM currency markets. In this note, we postulate that the Turkish lira (TRY) is...
234 Views
FX Dashboard: Asian Vs LatAm Currencies During the Pandemic
Attached is our daily FX Dashboard that highlights dislocations in EM currency markets. In this note, we compare and contrast the performance of...
205 Views