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💵🔺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


📊🇺🇸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
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