FX Dashboard: Correlation of Taiwan Dollar with Rest of Asia Picks Up
We discuss the recent underperformance of the Taiwan dollar in the context of the possibility that the US Treasury may label the country a currency...
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FX Dashboard: Peru’s Currency and Rates Are Already Reflecting Election Risk
The first round of Peru's presidential election has produced a negative outcome. However, with the currency already reflecting these risks, a...
211 Views
FX Dashboard: How Well Would a Euro Hedge Have Worked for EM?
In this note, we evaluate whether hedging with the euro would have helped ameliorate losses from EM currencies over the past couple of months...
225 Views
FX Dashboard: Israeli Shekel Finally Starts Getting Cheaper
In this note, we go over the factors driving the Israeli shekel currently and explain the reasoning behind our constructive view on the currency.
424 Views
FX Dashboard: EM FX Volatility Rises from the Lows
In this note, we discuss the rise in the volatility of EM currencies as the dollar's volatility picks up and what to expect ahead.
370 Views