Rates 10y Dashboard: Bucking the Trend in the Rest of EM, Turkey Looks Set to Cut Rates
Turkey's central bank is set to cut the policy rate either at the upcoming meeting on Thursday or in October at the latest, in our view. If it...
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FX Dashboard: Are EM Currencies in a Carry-Trade Environment?
As the volatilities of the US dollar and EM currencies have dropped, we test the hypothesis and conclude that EM FX is in a carry-trade...
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FX Dashboard: Cross-Correlations Between EM Currencies Rise Sharply
While we are not expecting the FOMC meeting tomorrow to be market-moving, we need to watch for any impact on the dollar as it would ripple through...
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Rates 10y Dashboard: Are Rates in Turkey Due for a Reprieve?
Long-end rates in Turkey have rallied despite the recent spike in inflation. Despite risks, we expect the outperformance to continue on the back of...
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FX Dashboard: Which Currencies Are Most Vulnerable to Dollar Strengthening?
We evaluate which currencies are the most vulnerable under the risk scenario of a repeat of the Q1 dollar appreciation and EM FX sell-off on the...
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