FX Dashboard: Is Carry Compensating for Volatility?
In this note, we discuss the relationship between a currency's carry with its volatility, and use it to identify dislocations.
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FX Dashboard: Peruvian Sol Cheapens Further Ahead of the Elections
The Peruvian sol (PEN) is standing out as an underperformer relative to other EM currencies,. However, we would look for an entry point closer to...
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UK: Savings Are Not for Splurging
Almost half of savers plan to hold gains, with about a third investing it, fuelling the housing boom, while only 7% intend to spend the gain. We...
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FX Dashboard: Revisiting Taper Tantrum Vs Current Reflationary Scare
In this note, we revisit our analysis of the current reflationary episode vs the 2013 Taper Tantrum. Attached is our daily FX Dashboard that helps...
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FX Dashboard: Which Countries Are Intervening the Most?
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we use an innovative approach to detect...
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