FX Update: Turkey’s new Course and Competitiveness in the post-Covid World

Published by Alba Di Rosa. Nov. 20, 2020 .

Emerging markets Covid-19 Turkish lira Exchange rate risk Uncertainty Central banks South-east Asia Asia Exchange rate Exchange rates

The recent strengthening of South Korean won and Thai baht is starting to be perceived as a risk factor by national authorities, in the current delicate phase of economic recovery [ Read all ]

The Turkish lira roller-coaster

Published by Alba Di Rosa. Nov. 13, 2020 .

Covid-19 Exchange rate Emerging markets Turkish lira Uncertainty Exchange rate risk Economic policy Central banks Exchange rates

On the brink of a new currency crisis, the Erdogan administration announces a change of course in terms of economic policy [ Read all ]

US Elections: Financial Markets' Reaction and the Impact on the Dollar

Published by Alba Di Rosa. Nov. 6, 2020 .

Emerging markets Covid-19 Exchange rate risk Great Lockdown Dollar United States of America Chinese yuan Economic policy Uncertainty Slowdown Central banks Exchange rate Exchange rates

Financial markets are pricing a Democratic victory and a split Congress: the dollar weakens and risk appetite is back on the scene [ Read all ]

Focus on EM Currencies: the Rand Recovers Ground, but Risk Remains

Published by Alba Di Rosa. Oct. 23, 2020 .

Covid-19 Africa Exchange rate Great Lockdown Dollar Emerging markets Exchange rate risk Central banks Exchange rates

The South African currency benefits from risk sentiment, but its stability could be endangered by a deterioration in its already fragile fiscal position [ Read all ]

October 2020 IMF Scenario: the Long Road to Recovery

Published by Alba Di Rosa. Oct. 20, 2020 .

Covid-19 Great Recession Europe Great Lockdown Emerging markets United States of America Uncertainty Italy Global economic trends

The latest World Economic Outlook forecasts shed a ray of hope on 2020, compared to previous estimates; however, all major economies remain in negative territory, with China as a relevant exception [ Read all ]

Focus on EM Currencies: Fiscal Uncertainty Weighs on the Real

Published by Alba Di Rosa. Oct. 16, 2020 .

Emerging markets Covid-19 Latin America Brazilian real Exchange rate risk Economic policy Uncertainty Central banks Exchange rate Exchange rates

The Brazilian currency reflects markets' worries over the state of health of public finances, with regard to a new social welfare program [ Read all ]

Change of Course in Turkey?

Published by Alba Di Rosa. Sept. 25, 2020 .

Covid-19 Exchange rate Emerging markets Turkish lira Exchange rate risk Economic policy Central banks Exchange rates

After 2 years, monetary policy is back on the scene to confront the threat of a new currency crisis [ Read all ]

Foreign Direct Investment: Global Dynamics in 2019

Published by Alba Di Rosa. Sept. 16, 2020 .

Covid-19 Great Lockdown Emerging markets United States of America Foreign markets Uncertainty Global economic trends

UNCTAD data show a slight rebound in global FDI flows in 2019, but the Covid crisis could lead in 2020 to a greater collapse than that one recorded in the aftermath of the 2009 crisis [ Read all ]

Belarusian Unrest and its Impact on the Currency

Published by Alba Di Rosa. Aug. 28, 2020 .

Covid-19 Exchange rate Europe Emerging markets Uncertainty Central banks Exchange rates

The outcome of August 9 presidential elections has triggered historical street protests [ Read all ]

A weakening consensus to the Thai regime

Published by Luigi Bidoia. Aug. 21, 2020 .

Emerging markets Exchange rates

The prospect of a violent response to youth protests in Thailand weighs on the baht. [ Read all ]