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...
463 Views
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...
417 Views
FX Dashboard: Israeli Shekel Finally Starts Getting Cheaper
In this note, we go over the factors driving the Israeli shekel currently and explain the reasoning behind our constructive view on the currency.
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