This report provides a daily update on Emerging Market FX, highlighting a constructive bias toward EM risk as geopolitical tensions ease. Diverging monetary policies are creating specific opportunities, notably favoring HUF over PLN.
Key Takeaways
- 1.EM FX remains supported by reducing geopolitical tensions.
- 2.PLN is expected to underperform HUF due to monetary policy divergence following dovish signals from the NBP.
Table of Contents
- RUB
- ZAR
- TRY
- PLN
- HUF
- CZK
- RON
- JLS
- KZT
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Authors
Laoise Ni Thighearnaigh
Securities
RUBZARPLN
Themes
Geopolitical De-escalationMonetary Policy Divergence
Regions
Middle EastEuropePolandHungaryTurkey