FX Dashboard: South African Rand’s Outperformance Continues
In this note, we go over the reasons behind the strong performance of the South African rand (ZAR) and argue that continued outperformance may lead...
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FX Dashboard: Peru’s Currency and Rates Are Already Reflecting Election Risk
The first round of Peru's presidential election has produced a negative outcome. However, with the currency already reflecting these risks, a...
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Alpha Bites: Long Indonesia Rupiah (IDR) Vs Short Singapore Dollar (SGD)
In this week’s Alpha Bites, we recommend going long the Indonesian rupiah (IDR) against the Singapore dollar (SGD) in a beta-neutral ratio.
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FX Dashboard: Short Dollar Positions Have Been Cleaned Up
We discuss the current positioning in the dollar, which has gone from heavy short to close to flat now, based on CFTC data, and its implications...
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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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