EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
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Not All Winners Are Equal: 2021 EM FX Outliers and Implications for 2022
I explore the 2021 winners and losers among EM currencies, leading into the discussion on which of these performances were appropriate and which...
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Actinver - Macro Daily: Inflation 2h-Apr
In the second half of April, headline inflation stood at 0.25% bw. In the fourth month of the year, inflation rebounded from 4.42% YoY to 4.65%...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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Positioning Watch – 0 Fed cuts is almost the most favored outcome in market pricing now
Hello everyone, and welcome back to our weekly positioning watch, where we as usual will dive into positioning and sentiment data to provide you...
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