FX Dashboard: How Well Would a Euro Hedge Have Worked for EM?
In this note, we evaluate whether hedging with the euro would have helped ameliorate losses from EM currencies over the past couple of months...
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Alpha Bites: Monthly Trade Ideas Recap (April 2021)
In our monthly trade ideas recap note, we list our current recommendations and discuss whether any need to be closed. We have made a total of 9...
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FX Dashboard: EM FX Volatility Rises from the Lows
In this note, we discuss the rise in the volatility of EM currencies as the dollar's volatility picks up and what to expect ahead.
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FX Dashboard: Leaders and Laggards in EM in the Dollar’s Latest Appreciation Bout
We compare the beta-adjusted performances of EM currencies to identify leaders and laggards in the latest bout of dollar appreciation.
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FX Dashboard: Contagion from Turkey Should Be Limited
In this note, we elaborate on why we expect the contagion from the sharp correction in Turkey to other emerging countries to be limited.
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