FX Dashboard: Digging Deeper into Intra-Regional Correlations
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we look at the evolution of intra-regional...
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FX Dashboard: Rising Correlations Add to Overall Volatility
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we discuss the implications of the rise in...
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FX Dashboard: Polish Zloty Underperformance Looks Overdone
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we reiterate our recommendation to be long...
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FX Dashboard: Taper Tantrum Vs Current Reflationary Scare – Part 1
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we compare the correction this year in EM...
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Alpha Bites: Monthly Trade Ideas Recap
This is the first edition of our trade ideas recap note, which we plan to release monthly to provide a list of outstanding trade recommendations...
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