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🇺🇸❗️The U.S. Inflation Story Remains Intact: Cable FX Macro
**As seen in Online Tools > Inflation Dashboard, get access now! cablefxm.co.uk Headline and core inflation measures printed in line with...

Rosbel Durán
Nov 13, 2024


📆Thursday Session Docket: Sweden Inflation, U.S. PPI, Jobless Claims
**As seen in Online Tools>CAL, get access now! cablefxm.co.uk The economic calendar holds Sweden prices, eurozone industrial data, U.S....

Rosbel Durán
Nov 13, 2024


📝October CPI Shouldn't Prevent Fed From Cutting Rates In December: RBC
The October CPI data was broadly as-expected and shouldn’t prevent another cut in interest rates from the Federal Reserve in December....

Rosbel Durán
Nov 13, 2024


📝USD/MXN Appears Stretched: UBS Strategy
USDMXN appears stretched fort of 20.65 and indeed on Wednesday the pair tried and failed there before MXN outperformed broader based EM....

Rosbel Durán
Nov 13, 2024


🏦🇺🇸🇪🇺Fed-ECB Policy Spread Pricing Widens Into 2025: Cable FX Macro
**As seen in Online Tools>IRP, get access now! cablefxm.co.uk The upper left panel in our interest rate (p) tool allows users to compare...

Rosbel Durán
Nov 12, 2024


📆Wednesday Session Docket: U.S. CPI Day
**As seen in Online Tools>CAL, get access now! cablefxm.co.uk Tomorrow's CPI day. We will also have another heavy Fed speak docket,...

Rosbel Durán
Nov 12, 2024


🇺🇸❗️Risk In The Week: U.S. October Consumer Prices
**As seen in Risk In The Week report, get access now! cablefxm.co.uk September consumer prices rose 2.4% Y/y, above the consensus...

Rosbel Durán
Nov 12, 2024


💶🔻EUR/USD Longer Term Riskies Reach Most Bearish In Four Months: Cable FX Macro
Recent desk chatter and option market activity have pointed to an increase in interest of EUR/USD parity. The euro weakness is derived...

Rosbel Durán
Nov 12, 2024


📝EUR/USD Peak Risk Premium Seen By 4Q25: ING FX Strategy
Over the last 10 years, we have calculated that EUR/USD can deviate some +/-5% from short-term financial fair value – that fair value is...

Rosbel Durán
Nov 12, 2024


📝Disinflation Is Getting Harder: Wells Fargo
Core goods prices look set for another rise in October, although it will likely be more modest (0.1% compared to 0.2% September) with a...

Rosbel Durán
Nov 12, 2024


📆Tuesday Session Docket: U.K. Labour Report, ZEW Survey, Heavy Fed Speak
**As seen in Online Tools>CAL, get access now! cablefxm.co.uk Economic docket for Tuesday will see labor data from the U.K. and the ZEW...

Rosbel Durán
Nov 11, 2024


🧮Hedge Funds Increased Bullish Dollar Position to A 3-Month High: Cable FX Macro
**As seen in Online Tools>IMM Positioning, get access now! cablefxm.co.uk The latest CFTC data showed leveraged money building on its...

Rosbel Durán
Nov 11, 2024


🎯Negative Inflation Impulse Pushes G10 Prices Below Target: Cable FX Macro
**As seen in Online Tools>Inflation Monitor, get access now! cablefxm.co.uk Our tracker of inflation impulse remains negative across the...

Rosbel Durán
Nov 11, 2024


📊💱G10FX Composite Model Tracks Best Performance Since April: Cable FX Macro
**As seen in Online Tools>Factors, get access now! cablefxm.co.uk/reports Heading into November, our G10FX composite model held the USD...

Rosbel Durán
Nov 11, 2024


🇺🇸💱Rand, EUFX Underperform The Most Prior to U.S. Election: Cable FX Macro
We're heading into a full week (or 5 sessions) of trading following the U.S. election, the results favoring President Trump and a...

Rosbel Durán
Nov 11, 2024


📝Downside Risks Emerging In The Euro Area: Nordea
The European Central Bank has cut its policy rate multiple times and have signalled that more interest rate cuts are coming. Inflation...

Rosbel Durán
Nov 11, 2024


📝USD/MXN Looks Offered On U.S. Election Unwinds: UBS Strategy
USD/MXN broke 19.89 and saw a quick gap down towards 19.82. The desk sees 19.89 as a likely trigger for some CTAs to cut USD/MXN longs....

Rosbel Durán
Nov 7, 2024


🏦🇺🇸Desk Commentary: FOMC November Rate Decision
BMO: Powell stressed that the Fed is still aiming to recalibrate policy as rates remain "restrictive". However, it doesn't want to move...

Rosbel Durán
Nov 7, 2024


📊💱Momentum Posts Worst Month Since July, Spread Leads Gains In October: Cable FX Macro
The historic negative relationship between the spread and momentum factor played out in October, as the latter posted its worst month...

Rosbel Durán
Nov 5, 2024


⚠️Rates And Chinese Assets Most Sensible to Trump Win: Cable FX Macro
A regression looking back to early May using Polymarket data gives us a hint to what assets are most likely to move on a Trump victory. A...

Rosbel Durán
Nov 5, 2024
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