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🇬🇧❗️Cable FX Macro Weekly Note: U.K. May Consumer Prices
**As seen in Risk In The Week report 06/14/24, subscribe at cablefxm.co.uk/reports Prices in the U.K. eased to 2.3% from the prior 3.2%...

Rosbel Durán
Jun 18, 2024


📆Wednesday Docket: U.K. CPI, U.S. Housing Market Index
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar sees U.K. inflation, EU current account, U.S....

Rosbel Durán
Jun 18, 2024


RPT--🏦🇦🇺Cable FX Macro Weekly Note: RBA June Cash Rate Decision
**As seen in Risk In The Week report 06/14/24, subscribe at cablefxm.co.uk/reports The RBA left its Cash Rate Target unchanged at 4.35%...

Rosbel Durán
Jun 18, 2024


RPT--🇺🇸❗️Cable FX Macro Weekly Note: U.S. May Retail Sales
**As seen in Risk In The Week report 06/14/24, subscribe at cablefxm.co.uk/reports U.S. retail sales slowed to print flat in April from...

Rosbel Durán
Jun 18, 2024


📝Base Case Is RBA Rate Cut In November: NAB
NAB’s very preliminary forecast for Q2 Trimmed Mean CPI is 0.9% q/q, one tenth above the RBA’s May SoMP forecast of 0.8%. We think this...

Rosbel Durán
Jun 18, 2024


📝Trump's Conviction Did Not Move Election Volatility: Barclays Strategy
With US presidential election five months away (i.e. on 5-Nov), activity in November options appears modest vs contracts in its vicinity,...

Rosbel Durán
Jun 18, 2024


❗️📝Cable FX Macro Weekly Note
**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...

Rosbel Durán
Jun 17, 2024


🔺💵U.S. Dollar Pares CPI Losses On Risk Off Trade: Cable FX Macro
Our measure of the dollar, the Cable FX Macro Dollar Index, posted marginal losses this week. Price action was contained into risk events...

Rosbel Durán
Jun 16, 2024


📝Carry Unwind Amplified As Hedge Funds Increased Beta: J.P. Morgan FX Strategy
Figure 10 highlights relative positioning in a favored carry structure, relative to spot, which does indeed suggest that positioning will...

Rosbel Durán
Jun 14, 2024


📝Political Uncertainty Drives EUR Lower: UBS Strategy
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...

Rosbel Durán
Jun 14, 2024


RPT--🇸🇪❗️Cable FX Macro Weekly Note: Sweden May Consumer Prices
**As seen in Risk In The Week report 06/09/24, subscribe at cablefxm.co.uk/reports Sweden headline consumer prices accelerated in April...

Rosbel Durán
Jun 14, 2024


RPT--🏦🇯🇵Cable FX Macro Weekly Note: BoJ June Rate Decision
**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...

Rosbel Durán
Jun 14, 2024


🏦🇺🇸Desk Commentary: FOMC June Rate Decision
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...

Rosbel Durán
Jun 13, 2024


🎈U.S. Inflation Surprise Index Falls to Lowest In 9 Months: Cable FX Macro
**As seen in Online Tools>Inflation Dashboard, subscribe at cablefxm.co.uk/reports Our own measure of U.S. inflation surprises has fallen...

Rosbel Durán
Jun 12, 2024


📝Real Money Split On USD/MXN Spike Higher: UBS Strategy
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...

Rosbel Durán
Jun 12, 2024


🏦❗️Cable FX Macro Weekly Note: FOMC June Rate Decision
**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...

Rosbel Durán
Jun 12, 2024


🇺🇸❗️Cable FX Macro Weekly Note: U.S. May Consumer Prices
**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...

Rosbel Durán
Jun 12, 2024


📝❗️Cable FX Macro Weekly Note
**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...

Rosbel Durán
Jun 11, 2024


RPT--❗️🇳🇴Cable FX Macro Weekly Note: Norway May Consumer Prices
**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%...

Rosbel Durán
Jun 11, 2024


⚖️⛔️Credit Spreads Widen On OAT Underperformance: Cable FX Macro
Domestic political risks saw the periphery offered on Monday session, but declines were led by French OATs, a movement index calculated...

Rosbel Durán
Jun 10, 2024
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