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...
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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...
476 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...
457 Views
FX Dashboard: Asian Vs LatAm Currencies During the Pandemic
Attached is our daily FX Dashboard that highlights dislocations in EM currency markets. In this note, we compare and contrast the performance of...
421 Views
FX Dashboard: Explaining Lira's Outperformance
Attached is our daily FX Dashboard that highlights dislocations in EM currency markets. In this note, we go over the factors driving the lira's...
484 Views