EM BY EM #16 Counting coppers and rating cuts
As we engage a pivotal juncture between DM rates approaching peak and China on the verge of descending into deflation, EM Macro is subject to...
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Dr. Semiconductor
Dr. Copper has the moniker of the global economy's health as the essential metal used in almost every fixed asset investment (FAI) and...
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Turkish Lira Takes the Helm as the Worst-Performing EM Currency
The Turkish lira is effectively in a vicious cycle: weakening currency adds to inflationary pressures, which with the central bank on hold means...
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Which EM Currency Has Suffered the Most Since Russia’s Invasion of Ukraine?
Adding to the economic woes from Russia's aggression, the Hungarian forint has suffered as the central bank has signaled less aggressive monetary...
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Is the Environment Supportive of EM FX Relative-Value Trades?
The rise in the volatility of EM currencies should in theory be supportive of relative-value trades, but of late, the dispersion between them is...
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