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🎈Headline CPI In Line Supports Inflation Surprise Index: Cable FX Macro
*As seen in Online Tools > U.S. Inflation Dashboard > Surprise Index Track historic data surprises across a range of inflation...

Rosbel Durán
Sep 11, 2024


📝Democrat Win Basket Outperforms Post Presidential Debate: UBS Strategy
The S&P 500 is down 1% after core CPI was stronger than expected (+28bp m/m), with the market now pricing a 25bp cut. The election odds...

Rosbel Durán
Sep 11, 2024


💵🔺Dollar Correction Has Further Room to Run: Cable FX Macro
The dollar staged a bear rally from late July to August, it touched levels not seen since January before rebounding. The reactions to...

Rosbel Durán
Sep 11, 2024


🏦📊Swaps Price In Around 60Bps Of ECB Easing By Year-End: Cable FX Macro
**As seen in Online Tools > IRP, subscribe at cablefxm.co.uk/reports The ECB is set to decide on rates tomorrow, a 25bps rate cut is...

Rosbel Durán
Sep 11, 2024


📊🇺🇸U.S. Inflation Rebounds In August: Cable FX Macro
**As seen in Online Tools > U.S. Inflation Dashboard, subscribe at cablefxm.co.uk/reports We previously noted economists' median...

Rosbel Durán
Sep 11, 2024


🇺🇸❗️Cable FX Macro Weekly Note: U.S. August Inflation Rate
July consumer prices eased to 2.9% Y/y, inflation has been sticky at around 3.0% so far this year July core CPI eased to 3.171% Y/y from...

Rosbel Durán
Sep 10, 2024


📊🇺🇸U.S. Inflation Expected to Slow Down to Lowest Since Feb. 2021: Cable FX Macro
**As seen in Online Tools > U.S. Inflation Dashboard > Estimates, subscribe at cablefxm.co.uk/reports Median economist expectation sees...

Rosbel Durán
Sep 10, 2024


📆Wednesday Session Docket: U.S. CPI, U.K. GDP
**As seen in Online Tools > Calendar, subscribe at cablefxm.co.uk/reports Wednesday economic calendar holds tier-1 U.K. output data in...

Rosbel Durán
Sep 10, 2024


🧮Hedge Funds Extend Dollar Selling: Cable FX Macro
**As seen in Online Tools > IMM Positioning, subscribe at cablefxm.co.uk/reports CFTC data shows dollar percentage of open interest...

Rosbel Durán
Sep 9, 2024


⚠️📆Key Inflation Data, ECB Ahead: Cable FX Macro
**As seen in Online Tools> Risk Map, subscribe at cablefxm.co.uk/reports Our monthly risk map shows the main macroeconomic events for...

Rosbel Durán
Sep 9, 2024


📝CPI Report to Serve As Tiebreaker For Fed: Wells Fargo
Consumer price inflation likely picked up in August in a reminder that the road to restoring price stability will still have some bumps...

Rosbel Durán
Sep 9, 2024


💵🔺Dollar Extends Pullback On Heavy Data Week: Cable FX Macro
The dollar posted back-to-back weekly gains as Friday losses were met with bids after the Non Farm Payrolls report. The Cable FX Macro...

Rosbel Durán
Sep 8, 2024


💼🇺🇸U.S. Jobs Post Second Consecutive Downside Surprise: Cable FX Macro
**As seen in Online Tools>Non Farm Payrolls Dashboard, subscribe at cablefxm.co.uk/reports Headline jobs rebounded in August to 142K,...

Rosbel Durán
Sep 8, 2024


🇺🇸💼Cable FX Macro Weekly Note: U.S. August Non Farm Payrolls
**As seen in Risk In The Week report 08/30/24, subscribe at cablefxm.co.uk/reports U.S. Aug. Non Farm Payrolls median survey 165K...

Rosbel Durán
Sep 5, 2024


🇺🇸ISM PMI Cycle Peak Precedes Dollar Turn Around: Cable FX Macro
An outperformance of services vs the manufacturing sector has historically been tied with periods of dollar strength. The chart below...

Rosbel Durán
Sep 5, 2024


🇺🇸🇲🇽Mexican Peso Increased Sensitivity to U.S. Macro Sentiment: Cable FX Macro
The chart below shows the REER MXN Index (white) and the U.S. CESI (yellow, advanced by 30 days), both measured by Citi U.S....

Rosbel Durán
Sep 5, 2024


🇯🇵🇦🇺Australia, Japan Overshoot Central Bank Price Targets The Most: Cable FX Macro
**As seen in Online Tools > Inflation Monitor, subscribe at cablefxm.co.uk/reports Australia, Japan and Norway overshoot their respective...

Rosbel Durán
Sep 5, 2024


📅💱Option Market Favours Franc, Yen Topside: Cable FX Macro
The following chart is likely to change this week, however, the direction is unknown as fresh labor data will indicate whether the Fed's...

Rosbel Durán
Sep 4, 2024


💵🔻Emerging Markets May Outperform On Further USD Downside: Cable FX Macro
Long-term studies show emerging market equities holding a negative correlation to the dollar, when measured MSCI EM Index vs Cable FX...

Rosbel Durán
Sep 4, 2024


📝Expect Asymmetric Outcome Favoring USD Strength On NFP: Danske Bank
Nervousness in the markets ahead of Friday’s jobs report is evident in FX volatility, which is pricing in much greater volatility than is...

Rosbel Durán
Sep 3, 2024
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