FX Dashboard: Declining EM FX Volatility Foreshadows a Positive Environment
With EM FX volatility dropping to its lowest level since the start of pandemic, we highlight the currencies most likely to benefit in the likely...
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US 10yr Yield Support Will Define the USD
US 10yr yield bear call in March is nearing our key downside target near 1.37% trendline support. DXY has held lows and needs to push through 90.50...
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FX Dashboard: Updating the Winners and Losers in the EM Turnaround
We identify the currencies that have outperformed and underperformed with the dollar depreciating since the end of March and place our outstanding...
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FX Dashboard: Hungary’s Outperformance Is Playing Catch-Up
In this note, we go over the rationale behind the recent outperformance of the Hungarian forint and make the case that the currency can continue to...
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FX Dashboard: EM Currencies to Target in the Late Recovery Phase
In this note, we discuss the currencies that can perform well even if the US dollar becomes rangebound going forward, taking away the impetus for...
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