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RPT--🇺🇸❗️U.S. ISM Svcs Prices Paid Post Worst 2-Month Run Since 2008: Cable FX Macro
Since early 2022, the services sector has been outperforming manufacturing consistently, with short periods of convergence. The spread is...

Rosbel Durán
Apr 4, 2024


💹Consensus Expects Yen Strengthening 10BF By Year-End: Cable FX Macro
Analysts do not expect USD/JPY to extend gains for the remainder of the year, as the consensus sees declines in the cross. The median...

Rosbel Durán
Apr 4, 2024


RPT--🇨🇭❗️Cable FX Macro Weekly Note: Switzerland March Consumer Prices
**As seen in Risk In The Week report 03/30/24, subscribe at cablefxm.co.uk/reports An upside surprise materialized in February Swiss...

Rosbel Durán
Apr 4, 2024


📝Expect AUD/GBP to Rise to 0.54-0.55 By End Of Year: Westpac Strategy
AUD/GBP has been contained to a narrow 0.51-0.52 lateral range recently. Conflicting yield and commodity price signals appear to be...

Rosbel Durán
Apr 4, 2024


📝U.S. Services Prices Need to Slow Further to Keep Inflation On Track: Wells Fargo
We expect inflation to move lower throughout the year, but progress will be more of a grind ahead. Slower growth in goods prices has...

Rosbel Durán
Apr 4, 2024


📝Sticking to Our Base Case BoE August Rate Cut: ING
A June rate cut is getting more likely, though we think it’s still far from guaranteed. For now, our base case is August; it’ll come down...

Rosbel Durán
Apr 4, 2024


⚖️🇺🇸U.S. Yields Reach 2024 Highs, Long-End Leads: Cable FX Macro
U.S. Treasury yields reached YTD highs on Tuesday session before paring the upside. The front-end gave back all losses and yields...

Rosbel Durán
Apr 2, 2024


📝Now Expect BoJ Rate Hikes In Jan-Mar 2025: MUFJ
Our macro team has recently revised its forecast for the Japanese economy in light of the higher-than-expected wage hike rates emerging...

Rosbel Durán
Apr 2, 2024


🔺USD/CHF Tops Highest Since November: Cable FX Macro
USD/CHF is closing Tuesday trading shy of 0.9100, the franc is down 0.4% on the day. The spot rate had seen 0.9091 earlier, this is the...

Rosbel Durán
Apr 2, 2024


🇪🇺❗️Cable FX Macro Weekly Note: EU March Flash CPI
**As seen in Risk In The Week report 03/30/24, subscribe at cablefxm.co.uk/reports European February headline consumer prices stayed...

Rosbel Durán
Apr 2, 2024


RPT--🇺🇸❗️Cable FX Macro Weekly Note: ISM Manufacturing PMI
**As seen in Risk In The Week report 04/01/24, subscribe at cablefxm.co.uk/reports The ISM manufacturing PMI eased from 49.1 to 47.8 in...

Rosbel Durán
Apr 1, 2024


⚖️🇺🇸U.S. 10-Year Yield Saw Marginal Decline In March, Curve Flattens: Cable FX Macro
The third month of the year failed to see the 10-year benchmark yield extend higher from February, rates bid saw the yield decline 5bps...

Rosbel Durán
Apr 1, 2024


🔺💵Dollar Extended Weekly Gains Into EoQ: Cable FX Macro
The dollar has been leading the G10 over the first quarter of the year, and the last week of trading was no exception, our measure of USD...

Rosbel Durán
Apr 1, 2024


⚠️💱Dollar Traded In Line With Vol Benchmark: Cable FX Macro
Of course, correlations come and go and sometimes they can be ignored but the fact that the dollar traded in line with vol is interesting...

Rosbel Durán
Apr 1, 2024


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 03/30/24, subscribe at cablefxm.co.uk/reports This Week: ISM Mfg PMI EU CPI SZ CPI NFP Report

Rosbel Durán
Apr 1, 2024


⚠️💱1w Dollar/Yen Butterfly Rises to Highest Since Early November: Cable FX Macro
Dollar/yen 10d 1w butterfly is now at the highest level since November as options markets expect wider moves in the cross. The recent leg...

Rosbel Durán
Mar 28, 2024


📝China High Savings Rate to Bolster Consumption: ING
Increase consumer spending power. In the long term, this will primarily be done by maintaining a stable job market and encouraging higher...

Rosbel Durán
Mar 28, 2024


📈March Sees Risk Bid Across Equity Benchmarks: Cable FX Macro
Q1 ends with further gains in risk, U.S. equities finished the month up 3.1%, however, more than half of G10 benchmarks outperformed the...

Rosbel Durán
Mar 28, 2024


🏦🔻ECB Seen Leading Policy Easing This Year: Cable FX Macro
Swaps market now sees Fed, ECB, and BoE start of policy easing at the same time this year. Money markets were surprised last week when...

Rosbel Durán
Mar 25, 2024


💵🔺Dollar Posts Second Best Week Of 2024: Cable FX Macro
Our own measure of the dollar rose 1.4% on the week, a separate index constructed by Bloomberg jumped by 0.9%. The Cable FX Macro Dollar...

Rosbel Durán
Mar 25, 2024
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