Our Research
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The Japanese Yen vs. The Japanese Stock Market. When will USD/JPY rebound?
Looking at the recent breakdown between USD/JPY and the relative performance of the stock market in Japan and…
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Emerging FX vs Credit Spreads
For the majority of the past year, the USD has strengthened against EM FX, and this is even…
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USD/RUB – Mounting uncertainty around foreign policy
Net private capital outflows very much in the spotlight. Acceleration to $72Bn in 2021, the highest since 2014…
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JPY – The road to profitability
I should start by saying this is an information dump from our team over the last 18- months…
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Turkish Lira – At the crossroads
FX hedging costs are on the up again for the Turkish Lira. This will be an info-dump covering…
Alex
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