The summer of soccer is over—and geopolitics and the Fed just took the pitch. Our EM strategists break down why they have locked in gains, where the Brazilian real goes from here, the South African rand's new vulnerability, and why the Korean won is the MVP of July.
Participants:
- Abbas Keshvani (Desk Strategy), Asia Macro Strategist
- Daria Parkhomenko (Desk Strategy), FX Strategist
- Luis Estrada (Desk Strategy), LATAM FX Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
