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bullish
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MXN
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07 Apr 2021 23:03
FX Dashboard: LatAm FX Has Started Outperforming Against Asia FX
In this note, we go over the reasons that Latin American currencies have started outperforming against their Asian counterparts, a trend we expect...
Gautam Jain, PhD, CFA
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215 Views
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bullish
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Dollar Index
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30 Mar 2021 22:19
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.
Gautam Jain, PhD, CFA
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191 Views
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bearish
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Cross Asset Strategy
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27 Mar 2021 13:16
FX Summary Discussion at End of Q1
A summary radio discussion on foreign exchange and other financial markets as we approach Q2. Topics include the US, Europe, China, Oil, Bonds, and...
Shyam Devani
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275 Views
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bullish
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CNY
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27 Mar 2021 01:30
Non-Japan Asia: NEERs and FX Intervention
Non-Japan Asian central banks have in past year intervened in FX market to cap FX volatility, protect export competitiveness and limit imported...
Olivier Desbarres
372 Views
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bullish
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Dollar Index
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24 Mar 2021 21:56
FX Dashboard: Contagion from Turkey Should Be Limited
In this note, we elaborate on why we expect the contagion from the sharp correction in Turkey to other emerging countries to be limited.
Gautam Jain, PhD, CFA
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176 Views
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