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🇺🇸❗️Cable FX Macro Weekly Note: April Non Farm Payrolls
**As seen in Risk In The Week report 04/29/24, subscribe at cablefxm.co.uk/reports March nonfarm payrolls rose 303K, this was above the...

Rosbel Durán
May 2, 2024


RPT--🇨🇭❗️Cable FX Macro Weekly Note: Switzerland April Consumer Prices
**As seen in Risk In The Week report 04/29/24, subscribe at cablefxm.co.uk/reports Swiss core consumer prices slowed to 1.0% Y/y in...

Rosbel Durán
May 2, 2024


🏦🇺🇸Desk Commentary: FOMC May Rate Decision
HSBC: the timing for a 2024 Fed rate cut remains highly uncertain but is broadly consistent with our view that y-o-y core PCE inflation...

Rosbel Durán
May 2, 2024


🏦🇺🇸Cable FX Macro Weekly Note: FOMC May Rate Decision
**As seen in Risk In The Week report 04/29/24, subscribe at cablefxm.co.uk/reports The last FOMC monetary policy decision came with a...

Rosbel Durán
May 1, 2024


📝Our Model Points to USD/MXN Moving Down to 16.95: Rabobank Strategy
Rabo’s “One-month MXN market model” points to a move down to 16.95; slightly less aggressive than our base case target of 16.8 by the...

Rosbel Durán
May 1, 2024


RPT--🇺🇸❗️Cable FX Macro Weekly Note: U.S. April ISM Mfg PMI
**As seen in Risk In The Week report 04/29/24, subscribe at cablefxm.co.uk/reports The March ISM gauge for the manufacturing sector rose...

Rosbel Durán
May 1, 2024


RPT--🇳🇿❗️Cable FX Macro Weekly Note: N.Z. Q1 Jobs Report
**As seen in Risk In The Week report 04/29/24, subscribe at cablefxm.co.uk/reports The last quarter of 2023 saw an uptick in N.Z....

Rosbel Durán
May 1, 2024


⚖️🔺Dollar Continues to Trade In Line With Rate Spreads: Cable FX Macro
Most of the dollar rally seen this year has been tracking rate spreads, our measure of interest rate differentials, led the greenback...

Rosbel Durán
May 1, 2024


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 04/29/24, subscribe at cablefxm.co.uk/reports This Week: N.Z. Employment ISM Manufacturing PMI FOMC...

Rosbel Durán
May 1, 2024


🇦🇺❗️Cable FX Macro Weekly Note: Australia Q1 Consumer Prices
**As seen in Risk In The Week report 04/20/24, subscribe at cablefxm.co.uk/reports Australia consumer prices rose 4.1% Y/y in Q4, this...

Rosbel Durán
Apr 26, 2024


🇺🇸❗️Cable FX Macro Weekly Note: U.S. March Core PCE Deflator
**As seen in Risk In The Week report 04/20/24, subscribe at cablefxm.co.uk/reports February core PCE deflator rose by 2.8% Y/y, this...

Rosbel Durán
Apr 26, 2024


RPT--🏦🇯🇵Cable FX Macro Weekly Note: Bank Of Japan April Monetary Policy Meeting
**As seen in Risk In The Week report 04/20/24, subscribe at cablefxm.co.uk/reports A recent hike in Japanese union wages pushed the odds...

Rosbel Durán
Apr 26, 2024


📝More Efficient Microchips Could Lower Processing Power Consumption: ING
A typical AI server is built around a central processing unit, memory chips, and a processor designed for fast calculations. In all these...

Rosbel Durán
Apr 24, 2024


📆Tuesday Session Docket: S&P Global PMIs, U.S. New Home Sales
**As seen in Online Tools>Calendar, cablefxm.co.uk/reports Economic calendar holds a batch of S&P Global PMIs, U.S. retail sales...

Rosbel Durán
Apr 22, 2024


📝We Are Negative On MXN, See Peso At 18.20 By End Of Year: BBVA Strategy
Since our Asset Allocation released in November 2023, the economic balance of risks has moved to the downside as the economy could...

Rosbel Durán
Apr 22, 2024


⚖️🇦🇺Rate Differentials Point to Lower AUD/USD: Cable FX Macro
Front-end yields spreads are holding to their 2024 downtrend, the differential has favored the dollar and is now at the lowest since...

Rosbel Durán
Apr 22, 2024


🏦📊Fed Pricing Trims Easing Bets to New Lows: Cable FX Macro
Swaps pricing for the Federal Reserve 2024 easing reached new lows on Friday, there are about 40bps of rate cuts priced in by the end of...

Rosbel Durán
Apr 22, 2024


🔻Magnificent 7 Underperformed S&P 500 Index Into Earnings Week: Cable FX Macro
A basket composed of the magnificent 7 stocks underperformed the equity benchmark last week, according to data compiled by Bloomberg. The...

Rosbel Durán
Apr 22, 2024


🛢️🔺Disinflationary Support From Commodity Prices Is Fading: Cable FX Macro
The chart below shows U.S. CPI, PPI, and a measure of global commodity prices constructed by Bloomberg, all indexes are plotted in Y/y...

Rosbel Durán
Apr 18, 2024


⚖️ 💵Dollar Trades In Line With Rate Spreads: Cable FX Macro
The dollar is extending gains on Friday AsiaPac session, and while the move is currently supported by risk aversion, we are noting rate...

Rosbel Durán
Apr 18, 2024
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