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🐍🦅Hedge Funds Turns Net Short MXN For First Time Since May 2023: Cable FX Macro
The latest data provided by the CFTC showed leveraged funds turning net short Mexican peso, this follows a constant pace of reductions...

Rosbel Durán
Sep 16, 2024


📝Services Inflation Is ECB's Sticking Point: UBS
ECB President Ladarde said services inflation requires particular understanding and monitoring. She highlighted that in the latest...

Rosbel Durán
Sep 16, 2024


📊Sweden Inflation Now Within Riksbank's Target: Cable FX Macro
**As seen in Online Tools > Inflation Monitor, subscribe at cablefxm.co.uk/reports This week, the G10 reported inflation from Norway,...

Rosbel Durán
Sep 13, 2024


📝EUR/USD Rallies to Be Capped Around 1.12: Rabobank
While the constant stream of Fed policy speculation this year has made it reasonably straightforward to identify the major drivers of USD...

Rosbel Durán
Sep 13, 2024


📝Hedge Funds Flow Continue to Bid USD/MXN: UBS Strategy
[MXN Rally Presses On, Re-enter MXN Shorts Around 19.00/19.20 Sep 13, 2024] The great Mexican peso rally continues with USD tailwinds and...

Rosbel Durán
Sep 13, 2024


🎈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
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