A sustained rally in commodity prices is not the only reason behind high inflation cycles, other factors play in. However, high commodity...

Today it is about the ECB, but let us not forget the BoC lowered rates first. Different to the ECB, the Canadian central bank had...

Ahead of final numbers on the electoral front, the release of formal job creation in May showed one of the worst figures in the last 10...

Recently, the virtuous circle between wages and inflation has begun to strengthen. Following the highest wage hike in the past...

The best performing carry trade of 2024 gained popularity as returns were not closely matched by peers. By the end of the first quarter,...

The options market is heading into the ECB with EUR/USD one day volatility at the lowest reading over the course of last year. O/N vol...

**As seen in Risk In The Week report 06/03/24, subscribe at cablefxm.co.uk/reports The Bank of Canada held rates steady back in April,...

With the BoC moving in line with our forecasts, and our expectations of an additional 75bp of easing this year (around 47bp priced in),...

**As seen in Risk In The Week report 06/03/24, subscribe at cablefxm.co.uk/reports The Australian economy expanded by 0.2% Q/Q in 4Q...

Now that the election is out of the way, MXN denominated assets have not seen signs of relief. In fact, the USDMXN structure has risen...

A rate divergence has widened the US-MX 10-year spread as Treasuries are bid while the Mexican equivalent is offered. This is a...

The surprise in the Congress composition has already taken a negative toll on the currency’s performance. In our view, the depreciation...

Recent macro data has placed the ECB in a good position that buys extra time to wait for more data on economic activity, inflation, and...

The chart below shows intramonth trading in G10FX/JPY. For those unfamiliar to JPY x-es, an upward trend (line rising) means the yen is...

Mexican peso 1w implieds record the largest upside over the last week, the tenor is up 4.4 vols to 12.470%. Front-end hedging demand has...

**As seen in Risk In The Week report 05/26/24,subscribe at cablefxm.co.uk/reports The prior quarter saw a rebound in Canadian output to...

**As seen in Risk In The Week report 05/26/24,subscribe at cablefxm.co.uk/reports The core PCE deflator rose by 2.7% Y/y in March, faster...

**As seen in Risk In The Week report 05/26/24,subscribe at cablefxm.co.uk/reports Eurozone inflation has dropped to levels closer to the...

**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar sees EU flash CPI, US core PCE deflator, Canada...

**As seen in Risk In The Week report 05/26/24,subscribe at cablefxm.co.uk/reports April China's manufacturing PMI printed at 50.4 vs the...