Alpha Bites: Long Mexican Peso (MXN) Vs Short Canadian Dollar (CAD)
In this week’s Alpha Bites, we recommend buying the Mexican peso funded in the Canadian dollar in a beta-neutral ratio as we expect the peso to...
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FX Dashboard: Leaders and Laggards in the Pandemic
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the best and worst performing currencies...
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FX Dashboard: Chilean Peso Vs Australian Dollar
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we show that while the Chilean peso has performed...
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FX Dashboard: Mexican Peso Vs Canadian Dollar
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we dig into the recent underperformance of Mexican...
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FX Dashboard: Copper Outlook Positive for Chilean Peso
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we argue that the Chilean peso's outperformance can...
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