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...
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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...
147 Views
FX Dashboard: Is Monetary Policy Driving FX Returns?
With many EM central banks embarking on monetary tightening cycles, we investigate whether that has been a factor explaining the currency...
324 Views
Alpha Bites: A 2s5s Steepener in Russia with Paying Bias
We recommend a steepener in Russia as short-end rates should come off once the central bank indicates that its tightening cycle is over, which in...
192 Views
FX Dashboard: Did the Dollar Spike Create Opportunities in EM FX?
We examine the EM FX space for opportunities in the aftermath of the hawkish FOMC meeting last week which led to a sharp rise in the US dollar.
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