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...
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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...
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FX Dashboard: LatAm FX Has Started Outperforming Against Asia FX
In this note, we go over the reasons that Latin American currencies have started outperforming against their Asian counterparts, a trend we expect...
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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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FX Dashboard: Israeli Shekel Finally Starts Getting Cheaper
In this note, we go over the factors driving the Israeli shekel currently and explain the reasoning behind our constructive view on the currency.
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