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📊🇺🇸U.S. Macro Sentiment Rebounds The Most: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > ECO BOARD, GET ACCESS NOW AT CABLEFXM.CO.UK Macroeconomic sentiment from the U.S. is rebounding the most as...

Rosbel Durán
Oct 3, 2024


📝Baseline Scenario Sees Dollar Softening vs Funding Currencies: J.P. Morgan
Taking a step back, there have been two pillars of USD strength since 2021- high US yields and poor growth outside the US (aka US growth...

Rosbel Durán
Oct 3, 2024


📝It's Not A Global Problem, It's The EU: ING
There is no sugarcoating it. European industry is going through a deep correction, and it does not look like the end is here yet. Since...

Rosbel Durán
Oct 3, 2024


💶🔻Euro/Dollar Swaps Spread Points to Further Downside: Cable FX Macro
Another reason to be bearish euro is added to the list. Yesterday, we wrote about risk reversals pointing to EUR/USD downside on a...

Rosbel Durán
Oct 1, 2024


📊💱Carry Factor Rebounds And Leads In September: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > FACTORS, GET ACCESS NOW! cablefxm.co.uk The factor that exploits the divergence between high-yielding and...

Rosbel Durán
Oct 1, 2024


📝Options Say Look At Mexico, Not Just China, As A U.S. Election Hotspot: Barclays
US tariff increases to 60% on China imports would naturally be very impactful on the Chinese economy. Importantly, substitution effects...

Rosbel Durán
Sep 30, 2024


📝SNB Balance Sheet Data Suggests No Q2 FX Intervention: UBS
The Swiss National Bank bought CHF1D3 mn ($122.34 mn) of foreign currencies in the second quarter of 2024, a decline from the CHF281 mn...

Rosbel Durán
Sep 30, 2024


💶Spot Euro - Risk Reversals Spread Rises At Highest Since Early August: Cable FX Macro
There has been around a 90bps dip in the premium of bullish EUR/USD interest over the last couple of weeks. 1w EUR/USD risk reversals now...

Rosbel Durán
Sep 30, 2024


💼🇺🇸Non Farm Payrolls Economists' Forecast Dispersion Widest Since May: Cable FX Macro
**As seen in Online Tools > NFP Dashboard. Get access now! subscribe at cablefxm.co.uk/reports The dispersion in September headline jobs...

Rosbel Durán
Sep 30, 2024


🏦📊Curve Spreads Favour Sterling Over Euro: Cable FX Macro
**As seen in Online Tools > IRP (Interest Rate Probability), get access now! Subscribe at cablefxm.co.uk Fed's pricing is unchanged this...

Rosbel Durán
Sep 29, 2024


🧮Hedge Funds' Dollar Net Short Flags Overextended: Cable FX Macro
**As seen in Online Tools > IMM Positioning, get access now! Subscribe at cablefxm.co.uk The latest CFTC data showed hedge funds...

Rosbel Durán
Sep 29, 2024


📝A Trump Hard Scenario Would Hit EU GDP By 1.7pp: ABN Amro
The eurozone exports around €460bn annually to the US, which is 16% of total extra-EZ exports, and 4% of GDP. European Commission sources...

Rosbel Durán
Sep 26, 2024


📝See Further Downside In CGB Yields: OCBC
PBoC net withdrew CNY231.6bn of liquidity via OMOs this morning upon heavy maturities; nevertheless, part of the 7-day liquidity has been...

Rosbel Durán
Sep 26, 2024


🏦📊RBNZ OCR Decision Next In The Docket: Cable FX Macro
**As seen in Online Tools > Key Rates, become a member and get full access at cablefxm.co.uk/reports We recently received central bank...

Rosbel Durán
Sep 26, 2024


🏦🇲🇽Mexico Assets Trade Within Ranges After Banxico Cuts Rates: Cable FX Macro
**As seen in Online Tools > Chart Grid, become a member and get full access at cablefxm.co.uk/reports An initial spike in the stronger...

Rosbel Durán
Sep 26, 2024


💹G10FX/JPY Trends Higher On High-Beta: Cable FX Macro Trend Tracker
**As seen in Online Tools > G10FX Trend Tracker, subscribe at cablefxm.co.uk/reports Looking at a relative FX spot performance vs last...

Rosbel Durán
Sep 26, 2024


🏦🔻Market Adds to Bets Of Another 50Bps Fed Rate Cut: Cable FX Macro
Fed pricing has gained speed since last week's oversized interest rate cut. However, brakes must be checked as the market may be getting...

Rosbel Durán
Sep 24, 2024


🔺🔻Antipodes Starting to Look Overextended: Cable FX Macro
Looking at a range of metrics, including the spot deviation vs its 20DMA, the aussie and the kiwi are starting to check for overextended...

Rosbel Durán
Sep 24, 2024


🇺🇸🔺Labor Market Gap Points to Higher Jobless Rate: Cable FX Macro
The U.S. Conference Board consumer confidence data dipped below market estimates, this morning's data showed the Fed's September move may...

Rosbel Durán
Sep 24, 2024


📝More Is Needed For Chine to Achieve 5% Target: J.P. Morgan
Overall, policy adjustment has been gradual and calibrated. More is needed to achieve the 5% growth target, beyond what we have priced in...

Rosbel Durán
Sep 24, 2024
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