EM FX Research

Research grouped under the EM FX pillar — consensus, dispersion, and the gap to spot across firms. Every piece links back to the underlying firm reports.

May 4, 2026·EM FX·6 min read45 reads
Three EM FX Trades Desks Are Pushing Into Year-End 2026
With consensus bias neutral and dispersion data absent, EM FX positioning in May 2026 hinges on carry, idiosyncratic macro, and where crowding risk is highest.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.

Three EM FX Trades Desks Are Pushing Into Year-End 2026

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