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🇺🇸🔺 Supercore Inflation Remains Above Average: Cable FX Macro
The April consumer prices report showed easing as the headline fell to 3.4% From the prior 3.5% Y/y, core CPI dipped to 3.6% from the...

Rosbel Durán
May 21, 2024


📅Wednesday Docket: U.K. CPI, FOMC Meeting Minutes, ECB's Lagarde
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Ahead: Sweden employment, U.K. CPI and public finances, U.S. MBA...

Rosbel Durán
May 21, 2024


🇬🇧❗️Cable FX Macro Weekly Note: U.K. April Consumer Prices
**As seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports U.K. consumer prices rose 3.2% Y/y in March, this was...

Rosbel Durán
May 21, 2024


🏦🇳🇿Cable FX Macro Weekly Note: RBNZ May OCR Decision
**As seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports The RBNZ left rates unchanged in April at 5.50%, this...

Rosbel Durán
May 21, 2024


📝Positioning For Further UKX Upside Via Options: Barclays Strategy
Interestingly, as shown in Figure 15, UKX's relative outperformance (esp. vs the SPX) has historically been associated with the shift...

Rosbel Durán
May 21, 2024


📝Offshore Investors Think RBNZ Will Ease First: Westpac
This has been a question of intense debate. Survey participants almost uniformly see this as a horse race between the RBNZ and Federal...

Rosbel Durán
May 21, 2024


RPT--🇨🇦❗️Cable FX Macro Weekly Note: Canada April Consumer Prices
**As seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports Canada March consumer prices rose 2.9% Y/y, a touch...

Rosbel Durán
May 21, 2024


📝❗️Cable FX Macro Weekly Note
**as seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports This week: Canada CPI RBNZ Decision U.K. CPI Japan CPI

Rosbel Durán
May 21, 2024


📝 A Second Trump Term Likely to Step Up U.S. Protectionism: Rabobank
Arguments over whether, or the extent to which, China has breached intellectual property rights, offered unfair government subsidies to...

Rosbel Durán
May 17, 2024


📆Thursday Session Docket: Heavy
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar holds U.S. jobless claims, U.S. building...

Rosbel Durán
May 15, 2024


🇨🇳❗️Cable FX Macro Weekly Note: China Industrial Production, Retail Sales
**As seen in Risk In The Week report, 05/10/24, subscribe at cablefxm.co.uk/reports China industrial output rose 4.5% Y/y in March, this...

Rosbel Durán
May 15, 2024


🇦🇺❗️Cable FX Macro Weekly Note: Australia April Labour Report
**As seen in Risk In The Week report 05/10/24, subscribe at cablefxm.co.uk/reports The Australian labour market contracted by 6.6K jobs...

Rosbel Durán
May 15, 2024


📝Expect Core PCE Deflator Rising 0.25% In April: Wells Fargo
Taking into account today's CPI data and the April Producer Price Index report, we estimate the core PCE deflator, the Fed's preferred...

Rosbel Durán
May 15, 2024


📝USD Holds Higher Sensitivity to CPI Downside Surprises: J.P. Morgan FX Strategy
while a soft print would corroborate the weaker US payrolls release in the context of precariously-long dollar positioning. Alongside...

Rosbel Durán
May 15, 2024


🇺🇸❗️Cable FX Macro Weekly Note: U.S. April Consumer Prices
**As seen in Risk In The Week report 05/10/24, subscribe at cablefxm.co.uk/reports March headline prices rose to 3.5% Y/y from the prior...

Rosbel Durán
May 14, 2024


🇸🇪❗️Cable FX Macro Weekly Note: Sweden April Consumer Prices
**As seen in Risk In The Week report 05/10/24, subscribe at cablefxm.co.uk/reports Sweden consumer prices rose 2.2% Y/y in March, this...

Rosbel Durán
May 14, 2024


📆Wednesday Session Docket: Sweden CPI, U.S. CPI, U.S. Retail Sales
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic docket sees eurozone GDP, Sweden CPI, U.S. retail sales,...

Rosbel Durán
May 14, 2024


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 05/10/24, subscribe at cablefxm.co.uk/reports This week: Sweden CPI EU GDP U.S. CPI Australia Labour...

Rosbel Durán
May 14, 2024


🏦🇺🇸Calendar Spreads Price In Around 40Bps Of Easing Heading Into CPI: Cable FX Macro
A sharp Fed repricing has taken place over the last couple of months, investors had seen the FOMC cutting rates 6 times this year and the...

Rosbel Durán
May 13, 2024


🔺💵Dollar Bounces From Prior Weekly Losses: Cable FX Macro
Our measure of the dollar rose on the week to post gains around 0.2%, the Cable FX Macro Dollar Index pared gains after jobless claims...

Rosbel Durán
May 13, 2024
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