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...
223 Views
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...
166 Views
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...
240 Views
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...
240 Views
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...
322 Views