FX Dashboard: US Dollar, Commodities, and EM Currencies
We discuss our base-case view for the US dollar along with the risk scenarios and their implications for EM currencies. We also discuss the...
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FX Dashboard: Take Profits on Long Mexican Peso Vs Short Canadian Dollar
We suggest taking profits on our long-standing recommendation to buy the Mexican peso against the Canadian dollar. The peso has been the best...
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FX Dashboard: Which Currencies Are Most Vulnerable to Dollar Strengthening?
We evaluate which currencies are the most vulnerable under the risk scenario of a repeat of the Q1 dollar appreciation and EM FX sell-off on the...
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FX Dashboard: Leaders and Laggards in EM FX as US Yields Retreat from the Peak
In this note, we highlight the outperformers and underperformers among EM currencies as US long-end yields have come off from their peak at the end...
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FX Dashboard: South African Rand’s Outperformance Continues
In this note, we go over the reasons behind the strong performance of the South African rand (ZAR) and argue that continued outperformance may lead...
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