This report provides daily commentary on various Emerging Market currency pairs, highlighting the impact of Middle East geopolitical tensions and broader US dollar dynamics. The author maintains specific tactical views on the Hungarian Forint, Turkish Lira, and South African Rand.
Key Takeaways
- 1.EM FX sentiment remains dominated by Middle East geopolitical developments and broader USD moves.
- 2.Turkish Lira (TRY) policy remains stable with state banks focused on preventing retail dollarization.
- 3.The firm maintains a tactical short position on EURHUF, looking for a move toward 350.
Table of Contents
- EM FX Daily Report
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Authors
Laoise Ni Thighearnaigh
Securities
USDRUBUSDZAREURHUF
Themes
Geopolitical RiskRetail Dollarization
Regions
Middle EastSouth AfricaTurkeyHungary