FX Dashboard: US Treasury Holds Back Labeling Taiwan a Currency Manipulator
In this note, we discuss the implications for the Taiwan dollar of last week's release of a report by the US Treasury on foreign exchange policies...
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FX Dashboard: Leaders and Laggards in EM FX as US Yields Retreat from the Peak
In this note, we highlight the outperformers and underperformers among EM currencies as US long-end yields have come off from their peak at the end...
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Alpha Bites: Long Russian Ruble (RUB) Vs Short South African Rand (ZAR)
In this week’s Alpha Bites, we recommend going long the Russian ruble (RUB) against the South African rand (ZAR) in a beta-neutral ratio.
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FX Dashboard: South African Rand’s Outperformance Continues
In this note, we go over the reasons behind the strong performance of the South African rand (ZAR) and argue that continued outperformance may lead...
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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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