FX Dashboard: Are EM Currencies in a Carry-Trade Environment?
As the volatilities of the US dollar and EM currencies have dropped, we test the hypothesis and conclude that EM FX is in a carry-trade...
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FX Dashboard: Russian Ruble Is Lagging the Rally in Oil
In the short term, the ruble is less dependent on oil prices and more on monetary policy and sanctions risk. With both of these drivers behind, the...
188 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...
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FX Dashboard: Mexican Peso Should Continue Outperforming
We expect the Mexican peso (MXN) to continue outperforming as more rate hikes are on the way due to persistently high inflation and reiterate our...
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FX Dashboard: Is It Time for Latin American Currencies to Turn Around?
In this note, we address the question that if we are entering a low-volatility period, could it be time for LatAm currencies to make up for some of...
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