FX Dashboard: Digging Deeper into Intra-Regional Correlations
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we look at the evolution of intra-regional...
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FX Dashboard: Rising Correlations Add to Overall Volatility
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we discuss the implications of the rise in...
492 Views
FX Dashboard: Polish Zloty Underperformance Looks Overdone
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we reiterate our recommendation to be long...
522 Views
FX Dashboard: Brazilian Assets Build Risk Premia
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we discuss the high risk premia being...
344 Views
FX Dashboard: Taper Tantrum Vs Current Reflationary Scare – Part 1
Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we compare the correction this year in EM...
373 Views