Positioning and Imbalances
Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. The assumption has been...
195 Views
How Well Is Hedging EM Currencies with the Euro Working?
I go over the performance of one of the trading strategies that I have suggested in line with my view of the dollar remaining strong in the near...
264 Views
Revisiting the US Dollar View and Its Implications for EM Currencies
As the US dollar approaches its highest level in a decade, I reiterate my view of the dollar remaining strong in the near term. As the year...
320 Views
Latin American Currencies on Top
The US dollar has strengthened this year in line with my expectation, but the surprise has been that EM currencies have performed well, led by...
262 Views
In the Line of Fire – Impact on Central European Currencies from Russia’s Invasion
Russia's invasion has given another leg up to the US dollar, weighing on EM currencies, particularly in Central Europe despite the steps they have...
237 Views