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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FX Dashboard: Israeli Shekel Finally Starts Getting Cheaper
In this note, we go over the factors driving the Israeli shekel currently and explain the reasoning behind our constructive view on the currency.
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FX Dashboard: EM FX Volatility Rises from the Lows
In this note, we discuss the rise in the volatility of EM currencies as the dollar's volatility picks up and what to expect ahead.
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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.
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FX Dashboard: Turkey's Assets Descend into Familiar Turmoil
In this note, we discuss the most recent episode of turmoil in Turkey's markets and our near-term trading strategy for its assets.
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