FX Dashboard: Is Monetary Policy Still Driving FX Returns?
We modify our thesis from early July when we argued that monetary policy was the primary driver of the differentiation within EM currencies to say...
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Low Global FX Vol: Maturity or Complacency?
Global FX vol is low by historical standards and relative to vol in US Treasuries, and for good resason. But FX markets are pricing in very little...
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The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Alpha Bites: Trade Ideas Performance Summary – July 2021
We provide a performance update of all our trade recommendations along with discussing those we closed last month. We have made a total of 18...
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USD Long Trim with Fresh Buy Levels
DXY – Call for a DXY ST top near 93/92.70 to lock in some gains and work into select USD shorts for a pullback to 91.50 with risk to 91, to add...
268 Views