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...
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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...
334 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...
277 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...
252 Views
Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – March 2022
I provide a performance update of all my trade recommendations along with discussing the open trades. I have closed 25 of the 35 trades recommended...
395 Views