Tag: EM FX Outlook 2026

  • Foreign Exchange & Carry Trades — 2026 Outlook

    Navigating 2026: Selective FX Opportunities Ahead Foreign exchange markets in 2026 will be defined by transition. With the U.S. Federal Reserve expected to begin a gradual easing cycle, pressure on EM currencies should lessen. However, dispersion between high-yield carry currencies and structurally weaker peers will widen. Investors must approach 2026 FX markets with a barbell…