With US presidential election five months away (i.e. on 5-Nov), activity in November options appears modest vs contracts in its vicinity,...

**As seen in Risk In The Week report 06/14/24, subscribe at cablefxm.co.uk/reports This week: U.S. Retail Sales RBA Cash Rate Decision...

Our measure of the dollar, the Cable FX Macro Dollar Index, posted marginal losses this week. Price action was contained into risk events...

Figure 10 highlights relative positioning in a favored carry structure, relative to spot, which does indeed suggest that positioning will...

Friday has seen a real extension of EUR lower, driven by European politics and market risk sentiment. Most of the action is in EURXes not...

**As seen in Risk In The Week report 06/09/24, subscribe at cablefxm.co.uk/reports Sweden headline consumer prices accelerated in April...

**As seen in Risk In The Week report 06/09/24, subscribe at cablefxm.co.uk/reports Back in April, the Bank of Japan left its policy rates...

Cable FX Macro: I fear some market participants and desks may miss the bigger picture. Currently, the VIX stands below 12.0%, a 1 vol...

**As seen in Online Tools>Inflation Dashboard, subscribe at cablefxm.co.uk/reports Our own measure of U.S. inflation surprises has fallen...

USD/MXN gaps higher once as New York walks in. The pair continues to trade quite choppy each day, as holding onto gamma longs/risk...

**As seen in Risk In The Week report 06/09/24, subscribe at cablefxm.co.uk/reports The Fed will most likely leave rates unchanged this...

**As seen in Risk In The Week report 06/09/24, subscribe at cablefxm.co.uk/reports U.S. headline consumer prices eased to 3.4% Y/y from...

**As seen in Risk In The Week report 06/09/24, subscribe at cablefxm.co.uk/reports This week: U.S. inflation FOMC meeting Norway...

**As seen in Risk In The Week report 06/09/24, subscribe at cablefxm.co.uk/reports Norway April CPI-ATE measure rose 4.4% Y/y and 0.9%...

Domestic political risks saw the periphery offered on Monday session, but declines were led by French OATs, a movement index calculated...

Last week, the spike in the USD/MXN recorded a range above 1.50 pesos. Over the past five years, ranges this wide have been seen only 7...

The present situation looks more akin to 2017, when the sudden emergence of risks of a Le Pen election victory triggered sustained...

The rise in MXN-denominated assets risk premium translated to sharp losses in FX and equities, the peso posted its worst week since the...

The chart below shows a summary of USD/MXN price action following the presidential election results USD/MXN failed to reject 18.0 to the...

**As seen in Online Tools>Non Farm Payrolls Dashboard, subscribe at cablefxm.co.uk/reports The May jobs report showed the U.S. economy...