FX Dashboard: Russian Ruble Lagging Oil Rally
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the underperformance of the Russian ruble...
450 Views
FX Dashboard: Brazilian Real Is a Bellwether for EM
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the possibility that Brazil may breach its...
508 Views
FX Dashboard: EM Currencies Vs Commodities
Attached is our daily FX Dashboard that identifies dislocations in EM currency. In this note, we discuss the YTD lag of EM currencies relative to...
423 Views
FX Dashboard: Lira Is an Idiosyncratic Play
Attached is our daily FX Dashboard that identifies dislocations in EM currency markets. In this note, we postulate that the Turkish lira (TRY) is...
400 Views
Alpha Bites: Long Korean Won (KRW) Vs Short Taiwan Dollar (TWD)
With the Taiwan dollar (TWD) outperforming the South Korean won (KRW), especially since the start of the year, we recommend going long KRW against...
388 Views