The JPM piece is basically about equites & fixed interst .... but they've got a page or so on currencies!

(i.e. not much)

Here is their look at currency valuation:

JPM explainer:

Real effective exchange rates (REERs) compare the value of a currency to a weighted basket of several foreign currencies. They are deflated using a producer price index, except for Indonesia, which uses a consumer price index.**Interest rate differential is the difference between the 10-year U.S. Treasury yield and an equally-weighted average of the 10-year yields of each major trading partner (Europe, Canada, Japan, U.K, Switzerland, Australia and Sweden). EM currencies is the J.P. Morgan Emerging Market Currencies Index. Commodity prices is the Bloomberg Commodity Price Index.

So, I guess long Turkish Lira against the USD is the trade? Good luck with that.

Create your survey with SurveyMonkey