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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Alpha Bites: Receive Czech 2y Vs Pay Poland 2y Rates
We recommend receiving Czech 2y rate vs paying Poland 2y rate as we expect the difference between the monetary policy paths of the two central...
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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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