FX Dashboard: Lira Re-Engages with EM
In the near-term, we see room for the Turkish lira to appreciate as it catches up with its EM peers following the aggressive rate hike by the...
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FX Dashboard: As Goes the Dollar, so Goes EM FX
We show that the dollar remains the primary driver of EM FX despite the idiosyncratic moves in Turkey and Brazil today on the back of rate hikes.
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Rates 10y Dashboard: Higher Inflation Means Another Rate Hike in Turkey
A rate hike at the upcoming MPC meeting in Turkey is likely as inflation expectations are unanchored. Attached is our daily Rates 10y Dashboard...
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FX Dashboard: Peruvian Sol Cheapens Further Ahead of the Elections
The Peruvian sol (PEN) is standing out as an underperformer relative to other EM currencies,. However, we would look for an entry point closer to...
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FX Dashboard: Revisiting Taper Tantrum Vs Current Reflationary Scare
In this note, we revisit our analysis of the current reflationary episode vs the 2013 Taper Tantrum. Attached is our daily FX Dashboard that helps...
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