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📝 U.S. Dollar to Benefit From Shift In Rate Expectations: Nordea
The Fed’s bias toward getting ahead of downside risks increases the likelihood that monetary policy could be too accommodating compared...

Rosbel Durán
Oct 18, 2024


📝Fitch Does Not Really Want to Downgrade Mexico to Junk: Natixis
Fitch placed Mexico's rating at BBB- in April 2020, and in July of this year, it confirmed a stable outlook for the sovereign’s rating....

Rosbel Durán
Oct 18, 2024


🇺🇸❗️Cable FX Macro Weekly Note: U.S. Sept. Retail Sales
*AS SEEN IN RISK IN THE WEEK REPORT 10/11/24, GET ACCESS NOW cablefxm.co.uk U.S. retail sales eased in August from a prior 1.1% M/m to...

Rosbel Durán
Oct 17, 2024


🏦🇪🇺Cable FX Macro Weekly Note: ECB October Meeting
*AS SEEN IN RISK IN THE WEEK REPORT 10/11/24, GET ACCESS NOW cablefxm.co.uk Back in September, the ECB decided to cut rates, as expected....

Rosbel Durán
Oct 17, 2024
🏦📊ECB Seen Easing Policy By 160Bps Into Next Year: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IRP, GET ACCESS NOW! cablefxm.co.uk Noting central bank pricing as we head into the ECB October meeting. A...

Rosbel Durán
Oct 16, 2024


📝Tactically Reduce U.S. Equity Longs: UBS Strategy
While equity pullbacks remain a buying opportunity, I would reduce longs at this point to be able to add later. I would reduce S&P longs...

Rosbel Durán
Oct 16, 2024


⚠️📈Vol And Equities Disconnect: Cable FX Macro
It is unusual for the VIX to stand at levels above 20.0 while the S&P 500 Index trades near record highs, the desk at Goldman Sachs wrote...

Rosbel Durán
Oct 16, 2024


🔺G10 Average Inflation Slips Below 2.0%: Cable FX Macro
U.S. headline consumer prices continue to rise faster than the average inflation rate in the developed markets. As of September data, the...

Rosbel Durán
Oct 16, 2024


💱Dollar Outperforms As Only G10 to Trend Higher: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > G10FX TREND TRACKER, GET ACCESS NOW! cablefxm.co.uk/reports Our G10FX Trend Tracker aims at mapping W/w...

Rosbel Durán
Oct 16, 2024


📆Thursday Session Docket: ECB, U.S. Retail Sales, Jobless Claims
**AS SEEN IN ONLINE TOOLS > CALENDAR, GET ACCESS NOW! CABLEFXM.CO.UK/REPORTS Busy economic docket as we will receive, EU price data,...

Rosbel Durán
Oct 16, 2024


🇺🇸Mexican Peso Tracks Trump 2024 Odds Higher: Cable FX Macro
Trump chances of winning the U.S. 2024 Presidential Election rose to 60.0% on Wednesday, this is the highest since July, according to...

Rosbel Durán
Oct 16, 2024


💵🔺Dollar Extends Higher, Trims Gains Into The Weekend: Cable FX Macro
Soft dollar trading at the beginning of the week was followed by a rally into U.S. CPI data, all G10 peers posted losses except the Swiss...

Rosbel Durán
Oct 11, 2024


⚖️💵 Dollar Spreads Stabilize After Key Data: Cable FX Macro
Front-end USD/G10 yield spreads staged a massive rebound since the September jobs report. Last week, the index recorded the largest 5-day...

Rosbel Durán
Oct 11, 2024


📊🇺🇸We Will Focus On Core CPI: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > INFL DASHBOARD, GET ACCESS NOW! cablefxm.co.uk In terms of data, inflation releases have turned less relevant...

Rosbel Durán
Oct 11, 2024


🎈🇺🇸U.S. Inflation Surprise Index Turns Positive For First Time Since May: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > INFL DASHBOARD > DATA SURPRISE, GET ACCESS NOW! cablefxm.co.uk/reports Our tracker of U.S. inflation...

Rosbel Durán
Oct 11, 2024


📝Soft Inflation, Activity Support Case For ECB Rate Cut: Danske Bank
At next week’s ECB meeting on 17 October we expect the ECB to deliver yet another rate cut of 25bp, bringing the deposit rate to 3.25%....

Rosbel Durán
Oct 11, 2024


📝Fast Money Has Room To Unwind CNH Longs: UBS Strategy
FX Flow Monitor shows hedge funds have sold CNH every day since Oct 3 after they accumulated the most crowded long CNH positions over the...

Rosbel Durán
Oct 11, 2024


💵🔺Dollar Posts Best Week Since February 2023: Cable FX Macro
Our measure of the dollar vs G10 peers is rising to record the best week since February 2022, coincidentally, the greenback spiked on a...

Rosbel Durán
Oct 4, 2024


💼🇺🇸Headline Jobs Figure Posts Largest Upside Surprise Since December: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > NFP DASHBOARD, GET ACCESS NOW cablefxm.co.uk We had previously noted the Non Farm Payrolls survey for...

Rosbel Durán
Oct 4, 2024


⚖️🔻Tsy Steepener Pulls Back, 2 Sigma Session On Non Farm Payrolls: Cable FX Macro
The strong jobs report led to a repricing of Fed expectations, almost one rate cut has been taken off the table. Swaps now price in 25bps...

Rosbel Durán
Oct 4, 2024
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