FX Dashboard: Is Heavy Short Dollar Positioning a Concern?
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we consider whether the heavy short...
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FX Dashboard: Brazilian Real Cheap in REER Terms
Attached is our daily FX Dashboard that identifies dislocations among EM currencies. In this note, we discuss the binary risks in Brazilian real,...
279 Views
FX Dashboard: Chilean Peso Vs Australian Dollar
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we show that while the Chilean peso has performed...
464 Views
Indonesia: Latest Rate Cut By BI Unlikely To Be The Last In 2021
BI presses ahead with more monetary accommodation to succor the flagging economy, despite transient bout of weakness in the Rupiah.
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FX Dashboard: Mexican Peso Vs Canadian Dollar
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we dig into the recent underperformance of Mexican...
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