FX Dashboard: Correlation of Taiwan Dollar with Rest of Asia Picks Up
We discuss the recent underperformance of the Taiwan dollar in the context of the possibility that the US Treasury may label the country a currency...
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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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FX Dashboard: LatAm FX Has Started Outperforming Against Asia FX
In this note, we go over the reasons that Latin American currencies have started outperforming against their Asian counterparts, a trend we expect...
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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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FX Summary Discussion at End of Q1
A summary radio discussion on foreign exchange and other financial markets as we approach Q2. Topics include the US, Europe, China, Oil, Bonds, and...
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