FX Dashboard: Brazilian Real Is a Bellwether for EM
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the possibility that Brazil may breach its...
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FX Dashboard: EM Currencies Vs Commodities
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the YTD lag of EM currencies relative to...
286 Views
FX Dashboard: Lira Is an Idiosyncratic Play
Attached is our daily FX Dashboard that identifies dislocations in EM currency markets. In this note, we postulate that the Turkish lira (TRY) is...
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Alpha Bites: Long Korean Won (KRW) Vs Short Taiwan Dollar (TWD)
With the Taiwan dollar (TWD) outperforming the South Korean won (KRW), especially since the start of the year, we recommend going long KRW against...
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FX Dashboard: Asian Vs LatAm Currencies During the Pandemic
Attached is our daily FX Dashboard that highlights dislocations in EM currency markets. In this note, we compare and contrast the performance of...
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