Founder & Chief Market Strategist - SAV Markets, SAV Markets

Shyam Devani

Founder & Chief Market Strategist - SAV Markets

FX & Rates

Two weeks ago in a note titled <a href="https://www.smartkarma.com/insights/commodity-currencies-and-their-warnings" target="_blank" data-smartkarma-citation="insights:49691" rel="noopener">Commodity Currencies and Their Warnings</a> we examined their short term setups and potential declines (mainly against the USD)This was largely on the back of a slip in the Oil price and long term levels being tested on major commodity indices. A lot of the indications in that note are still valid.Since then, we see fresh indications that yields will likely slip too which brings some JPY crosses into focus. While there have not been any breaks as yet, key levels on AUDJPY and CADJPY should be watched closely.

Two weeks ago in a note titled Commodity Currencies and Their Warnings we examined their short term setups and potential declines (mainly against the USD)This was largely on the back of a slip in the Oil price and long term levels being tested on major commodity indices. A lot of the indications in that note are still valid.Since then, we see fresh indications that yields will likely slip too which brings some JPY crosses into focus. While there have not been any breaks as yet, key levels on AUDJPY and CADJPY should be watched closely.

Fixed Income and Currency Strategist

Gautam Jain, PhD, CFA

In this note, we go over the factors driving the Israeli shekel currently and explain the reasoning behind our constructive view on the currency.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market.

In this note, we go over the factors driving the Israeli shekel currently and explain the reasoning behind our constructive view on the currency.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market.

FX Dashboard: Israeli Shekel Finally Starts Getting Cheaper

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.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market.

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.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market.

FX Dashboard: EM FX Volatility Rises from the Lows

We compare the beta-adjusted performances of EM currencies to identify leaders and laggards in the latest bout of dollar appreciation.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market.

We compare the beta-adjusted performances of EM currencies to identify leaders and laggards in the latest bout of dollar appreciation.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market.

FX Dashboard: Leaders and Laggards in EM in the Dollar’s Latest Appreciation Bout

In this note, we elaborate on why we expect the contagion from the sharp correction in Turkey to other emerging countries to be limited.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market.

In this note, we elaborate on why we expect the contagion from the sharp correction in Turkey to other emerging countries to be limited.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market.

FX Dashboard: Contagion from Turkey Should Be Limited

Canada

The Canadian dollar is the official currency of Canada. 

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CAD (USDCAD CURNCY)

Commodity Currencies and the JPY

The three charts of US 10Y yield with USDJPY, AUDJPY and CADJPY are all giving early warning signs that lower levels could be seen. Watch these levels

Shyam Devani

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.

Gautam Jain, PhD, CFA

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.

Gautam Jain, PhD, CFA

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.

Gautam Jain, PhD, CFA

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.

Gautam Jain, PhD, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)