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⚖️🔻U.S. 5s30s Curve Flattens to Lowest Level Since December: Cable FX Macro
The hot March CPI print saw Treasury yields rising to extend fresh 2024 highs, the 10-year yield held above 4.50% after a $39bln note...

Rosbel Durán
Apr 11, 2024


💵🔺Dollar Posts Best Session Since Mid-February: Cable FX Macro
Our measures of the dollar vs G10 peers is up 1.4% on the day, this is the best session since mid-February, when the January CPI was...

Rosbel Durán
Apr 10, 2024


📝We Now Expect Two Fed Rate Cuts In 2024: Wells Fargo
While the disinflationary tailwind from goods is likely to peter out as the year progresses, slower growth in services prices should keep...

Rosbel Durán
Apr 10, 2024


RPT—🏦🇨🇦Cable FX Macro Weekly Note: BoC April Rate Decision
**As seen in Risk In The Week report 04/05/24, subscribe at cablefxm.co.uk/reports The BoC held interest rates at 5% in March, this was...

Rosbel Durán
Apr 10, 2024


🇺🇸❗️Cable FX Macro Weekly Note: U.S. March Consumer Prices
**As seen in Risk In The Week report 04/05/24, subscribe at cablefxm.co.uk/reports U.S. February consumer prices rose 3.2% Y/y, the...

Rosbel Durán
Apr 9, 2024


📅Wednesday Session Docket: Norway CPI, U.S. CPI, BoC
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Wednesday's session sees inflation figures from Norway and the...

Rosbel Durán
Apr 9, 2024


💹USD/JPY Tends to Move By 5Bf On FX Intervention: Cable FX Macro
We do not have a decent sample size for Japanese authorities' FX interventions, but we can look at the 2022 rate checks and Q3/Q4...

Rosbel Durán
Apr 9, 2024


🛢️💱CAD Detached From Crude Oil: Cable FX Macro
Crude oil futures have posted gains every month of 2024, March's 6.3% rise was the best performance seen since September. The rally has...

Rosbel Durán
Apr 9, 2024


📈EUR/CHF Close Above 100 WMA For First Time Since 2021: Cable FX Macro
Swiss franc weakness has not been isolated to high-beta FX and the dollar, the euro is set to close its 10th consecutive week of gains vs...

Rosbel Durán
Apr 9, 2024


📝Revising Our 2024 Gold Forecast Higher: ING Strategy
We expect gold prices to trade higher this year as safe-haven demand continues to be supportive amid geopolitical uncertainty with the...

Rosbel Durán
Apr 9, 2024


📝No Game Changer Into The RBNZ Meeting: ANZ
There has been nothing to move the dial on the data front in recent weeks, so we are expecting a reiteration of the key messages from the...

Rosbel Durán
Apr 9, 2024


📝Cable FX Macro Weekly Note
**As seen in Risk In The Week report 04/05/24, subscribe at cablefxm.co.uk/reports This week: RBNZ OCR Decision U.S. CPI BoC O/N Rate...

Rosbel Durán
Apr 9, 2024


🐍🦅Leveraged Funds Add Mexican Peso Bullish Bets: Cable FX Macro
The latest weekly CFTC data showed leveraged funds adding to Mexican peso contracts, the net long position increased to 51.4k, the...

Rosbel Durán
Apr 8, 2024


📅Tuesday Session: Light Docket
**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Tuesday's session sees ECB's Bank Lending Survey and U.S. NFIB...

Rosbel Durán
Apr 8, 2024


⚠️💵Dollar Profile Seems to Be Back: Cable FX Macro
We had recently noted the dollar losing grip of its long-term profile vs the volatility benchmark, the greenback rose despite the...

Rosbel Durán
Apr 8, 2024


📝See EUR/USD Trading In 1.04-1.12 Range Over The Next 6-18 Months: Rabobank Strategy
The consensus view at the start of this year was that US inflationary headwinds would ease, yields would fall and the Fed would cut...

Rosbel Durán
Apr 5, 2024


📊Services Jobs Remain Strong In March: Cable FX Macro
**As seen in Online Tools>NFP Dashboard, subscribe at cablefxm.co.uk/reports The March jobs report showed leisure and hospitality adding...

Rosbel Durán
Apr 5, 2024


🇺🇸💼Economists Remain Pessimistic On U.S. Labour Market: Cable FX Macro
The March headline job count topped the highest of economists' estimates at 303K while the prior two-month revision added 22K jobs...

Rosbel Durán
Apr 5, 2024


🔻💵Dollar Pares Post NFP Gains: Cable FX Macro
The dollar spiked higher on the release of the U.S. jobs report, the headline topped all estimates at +303K, the gains were not uniform...

Rosbel Durán
Apr 5, 2024


🇺🇸❗️Cable FX Macro Weekly Note: U.S. March Non Farm Payrolls
**As seen in Risk In The Week report 03/30/24, subscribe at cablefxm.co.uk/reports Another upside surprise was recorded in February,...

Rosbel Durán
Apr 4, 2024
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