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...
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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...
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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...
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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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FX Dashboard: Declining EM FX Volatility Foreshadows a Positive Environment
With EM FX volatility dropping to its lowest level since the start of pandemic, we highlight the currencies most likely to benefit in the likely...
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