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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Alpha Bites: Long Russian Ruble (RUB) Vs Short South African Rand (ZAR)
In this week’s Alpha Bites, we recommend going long the Russian ruble (RUB) against the South African rand (ZAR) in a beta-neutral ratio.
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FX Dashboard: South African Rand’s Outperformance Continues
In this note, we go over the reasons behind the strong performance of the South African rand (ZAR) and argue that continued outperformance may lead...
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