FX Dashboard: US Treasury Holds Back Labeling Taiwan a Currency Manipulator
In this note, we discuss the implications for the Taiwan dollar of last week's release of a report by the US Treasury on foreign exchange policies...
257 Views
FX Dashboard: South African Rand’s Outperformance Continues
In this note, we go over the reasons behind the strong performance of the South African rand (ZAR) and argue that continued outperformance may lead...
322 Views
FX Dashboard: Correlation of Taiwan Dollar with Rest of Asia Picks Up
We discuss the recent underperformance of the Taiwan dollar in the context of the possibility that the US Treasury may label the country a currency...
215 Views
FX Dashboard: Peru’s Currency and Rates Are Already Reflecting Election Risk
The first round of Peru's presidential election has produced a negative outcome. However, with the currency already reflecting these risks, a...
211 Views
FX Dashboard: Short Dollar Positions Have Been Cleaned Up
We discuss the current positioning in the dollar, which has gone from heavy short to close to flat now, based on CFTC data, and its implications...
359 Views