FX Dashboard: Leaders and Laggards in EM in the Dollar’s Latest Appreciation Bout
We compare the beta-adjusted performances of EM currencies to identify leaders and laggards in the latest bout of dollar appreciation.
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FX Dashboard: Is Carry Compensating for Volatility?
In this note, we discuss the relationship between a currency's carry with its volatility, and use it to identify dislocations.
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FX Dashboard: Mexican Peso Vs Canadian Dollar
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we dig into the recent underperformance of Mexican...
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FX Dashboard: Copper Outlook Positive for Chilean Peso
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we argue that the Chilean peso's outperformance can...
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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...
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