FX Dashboard: Is Heavy Short Dollar Positioning a Concern?
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we consider whether the heavy short...
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FX Dashboard: Brazilian Real Cheap in REER Terms
Attached is our daily FX Dashboard that identifies dislocations among EM currencies. In this note, we discuss the binary risks in Brazilian real,...
203 Views
FX Dashboard: High Correlation Between EM Currencies and US Equities
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we look at the implications of the high correlation...
179 Views
FX Dashboard: Leaders and Laggards in the Pandemic
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the best and worst performing currencies...
310 Views
FX Dashboard: Chilean Peso Vs Australian Dollar
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we show that while the Chilean peso has performed...
358 Views