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bullish
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Dollar Index
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16 Feb 2021 23:21
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...
Gautam Jain, PhD, CFA
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216 Views
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bullish
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Cross Asset Strategy
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15 Feb 2021 11:03
As the Sun Rises - Bonds, South Korea, Oil, India, USD
Cross market & price action developments to note at the start of the week across global markets with particular focus on Asia - Currencies, Bonds,...
Shyam Devani
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212 Views
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bullish
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USD
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13 Feb 2021 03:02
Dollar’s Recent Weakness – Blip, Not New Trend
In past 2 months range-bound USD and Asian currencies, pull-back prone EM currencies and buoyant equities have performed in line with our forecast....
Olivier Desbarres
348 Views
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bullish
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Dollar Index
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12 Feb 2021 23:56
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...
Gautam Jain, PhD, CFA
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335 Views
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bullish
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Cross Asset Strategy
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09 Feb 2021 12:02
Golden Opportunities
Negative real yields and rising equities indicate a weaker USD and a higher Gold price. In Asia India looks very interesting
Shyam Devani
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297 Views
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