Rates 10y Dashboard: LatAm Rates Lag Asia Even When Adjusted by Beta
In this note, we discuss the underperformance of 10y rates in Latin America versus Asia and make the case that if the volatility of US rates...
178 Views
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.
192 Views
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.
177 Views
FX Dashboard: Revisiting Taper Tantrum Vs Current Reflationary Scare
In this note, we revisit our analysis of the current reflationary episode vs the 2013 Taper Tantrum. Attached is our daily FX Dashboard that helps...
304 Views
FX Dashboard: Which Countries Are Intervening the Most?
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we use an innovative approach to detect...
288 Views