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 Dashboard: Contagion from Turkey Should Be Limited
In this note, we elaborate on why we expect the contagion from the sharp correction in Turkey to other emerging countries to be limited.
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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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FX Dashboard: Oil Currencies Vs Oil
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we discuss the underperformance of Russian...
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