FX Dashboard: Update on Mexican Peso Vs Canadian Dollar Trade Recommendation
As the Canadian dollar (CAD) has rallied following the hawkish surprise from the BoC, we go over the drivers behind our trade recommendation to buy...
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FX Dashboard: US Treasury Holds Back Labeling Taiwan a Currency Manipulator
In this note, we discuss the implications for the Taiwan dollar of last week's release of a report by the US Treasury on foreign exchange policies...
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FX Dashboard: Leaders and Laggards in EM FX as US Yields Retreat from the Peak
In this note, we highlight the outperformers and underperformers among EM currencies as US long-end yields have come off from their peak at the end...
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FX Dashboard: Peru’s Currency and Rates Are Already Reflecting Election Risk
The first round of Peru's presidential election has produced a negative outcome. However, with the currency already reflecting these risks, a...
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FX Dashboard: LatAm FX Has Started Outperforming Against Asia FX
In this note, we go over the reasons that Latin American currencies have started outperforming against their Asian counterparts, a trend we expect...
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