28 September 2023 Rates | US

Do Yields Matter for FX? Yes (for G10), No (for EM), and One Contrarian Trade

By Bilal Hafeez
3 min read

FX carry has been an impressive strategy in 2023. Our classic carry is up 19% this year!

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Bilal's Key Points

More Dollar Weakness to Come

13 August 2025

Bilal Hafeez
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Bilal's Key Points

3 Thoughts on Markets: Narrow US Growth, Defence Stocks and Real Money FX

05 August 2025

Bilal Hafeez
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Bilal's Key Points

3 Reasons Not to Fall for the Dollar Rally

31 July 2025

Bilal Hafeez
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Bilal's Key Points

3 Things I Missed From the Past Week

22 July 2025

Bilal Hafeez

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Do Yields Matter for FX? Yes (for G10), No (for EM), and One Contrarian Trade

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Like these insights? Join our free newsletter for regular updates and trade ideas.

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Do Yields Matter for FX? Yes (for G10), No (for EM), and One Contrarian Trade

Subscribe to Macro Hive Professional to read this article

Like these insights? Join our free newsletter for regular updates and trade ideas.

Like these insights? Join our free newsletter for regular updates and trade ideas.

Cancellation Confirmed

Discount Applied