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🇺🇸❗️Cable FX Macro Weekly Note: April Core PCE Deflator
**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...

Rosbel Durán
May 30, 2024


🇪🇺❗️Cable FX Macro Weekly Note: EU May Flash CPI
**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...

Rosbel Durán
May 30, 2024


📆Friday Session Docket: EU Flash CPI, U.S. PCE, Canada GDP
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar sees EU flash CPI, US core PCE deflator, Canada...

Rosbel Durán
May 30, 2024


🇨🇳❗️Cable FX Macro Weekly Note: China May Mfg PMI
**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...

Rosbel Durán
May 30, 2024


📆Thursday Session Docket: GDP Revision, Jobless Claims, Pending Home Sales
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar sees Sweden GDP, Switzerland GDP, Eurozone...

Rosbel Durán
May 29, 2024


RPT--🇦🇺❗️Cable FX Macro Weekly Note: Australia April Consumer Prices
**As seen in Risk In The Week report 05/26/24, subscribe at cablefxm.co.uk/reports March consumer prices rose by 3.5% Y/y, this was...

Rosbel Durán
May 29, 2024


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 05/26/24, subscribe at cablefxm.co.uk/reports This week: Australia CPI China PMI EU Flash CPI U.S....

Rosbel Durán
May 28, 2024


💵🔻Dollar Posts Second Consecutive Weekly Loss: Cable FX Macro
Our measure of the dollar posted a consecutive weekly decline, giving up 0.3%. We had seen gains into the FOMC minutes extend before a...

Rosbel Durán
May 26, 2024


❗️🇯🇵Cable FX Macro Weekly Note: Japan April Consumer Prices
**As seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports Japan headline CPI eased in March to 2.7% Y/y from the...

Rosbel Durán
May 23, 2024


📆Friday Session Docket: U.K. Retail Sales, Canada Retail Sales, U.S. UoM, Fed’s Waller
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar sees Sweden producer prices, Canada/U.K. retail...

Rosbel Durán
May 23, 2024


💹UST-JGB Premium Holding Despite JGB2y Drop: Cable FX Macro
The Japanese rates space has been pressured since the start of the year, 2yr JGBs have risen an impressive 30bps YTD to reach the highest...

Rosbel Durán
May 23, 2024


💶🔻EUR/USD Trading Ranges Turn Lower Despite Policy Divergence: Cabe FX Macro
Monetary policy divergence like what we have seen in the BoJ-Fed has proven to be a strong directional driver of FX rates. The ECB is set...

Rosbel Durán
May 23, 2024


🏦🇺🇸Fed Speak Sentiment Turns Hawkish After May Minutes: Cable FX Macro
A measure of Fed communications sentiment is turning higher or hawkish after the release of the May meeting minutes. The latest...

Rosbel Durán
May 23, 2024


📝NVDA Earnings Not Enough to Lift Overall U.S. Equities: UBS
Nvidia; as expected; delivered strong EPS. The stock is up about 8.5%, which is largely in-line with the options-implied earnings move....

Rosbel Durán
May 23, 2024


📝U.K. Monthly Core CPI Readings Suggest Prices Won’t Meet Target: Commerzbank
Given the latest inflation figures, this is certainly a big plus. Even though inflationary pressures are slowly easing, it is...

Rosbel Durán
May 23, 2024


📝Fed Holds A Relatively Small Share Of Public Debt: Wells Fargo
The optimal size and composition of each central bank balance sheet across the G7 is beyond the scope of this report. That said, we...

Rosbel Durán
May 23, 2024


🏦🔻Swaps Pushed First BoE Rate Cut Pricing to November: Cable FX Macro
A busy U.K. docket on Wednesday is over, and we are set to receive preliminary PMIs ahead, so far, the data has led to traders pushing...

Rosbel Durán
May 22, 2024


📆Thursday Session Docket: S&P Global PMIs, Initial Jobless Claims, ECB 1Q Wages
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar sees S&P Global PMIs, EU consumer confidence,...

Rosbel Durán
May 22, 2024


📝Current Implied ECB Easing Cycle Looks Cautious: Nordea
The cumulative fall in ECB rates in the upcoming cutting cycle as implied by current market pricing is only around 160bp, which is less...

Rosbel Durán
May 22, 2024


📝Expect German Inflation to Accelerate In May: UBS
German inflation is expected to accelerate in May and fluctuate around slightly higher levels, according to the Bundesbank monthly report...

Rosbel Durán
May 22, 2024
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