FX Dashboard: US Treasury Holds Back Labeling Taiwan a Currency Manipulator
In this note, we discuss the implications for the Taiwan dollar of last week's release of a report by the US Treasury on foreign exchange policies...
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FX Dashboard: Leaders and Laggards in EM FX as US Yields Retreat from the Peak
In this note, we highlight the outperformers and underperformers among EM currencies as US long-end yields have come off from their peak at the end...
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Alpha Bites: Long Russian Ruble (RUB) Vs Short South African Rand (ZAR)
In this week’s Alpha Bites, we recommend going long the Russian ruble (RUB) against the South African rand (ZAR) in a beta-neutral ratio.
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FX Dashboard: South African Rand’s Outperformance Continues
In this note, we go over the reasons behind the strong performance of the South African rand (ZAR) and argue that continued outperformance may lead...
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FX Dashboard: Correlation of Taiwan Dollar with Rest of Asia Picks Up
We discuss the recent underperformance of the Taiwan dollar in the context of the possibility that the US Treasury may label the country a currency...
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