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...
360 Views
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...
452 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...
492 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...
326 Views
Alpha Bites: Monthly Trade Ideas Recap
This is the first edition of our trade ideas recap note, which we plan to release monthly to provide a list of outstanding trade recommendations...
329 Views