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📝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


❗️💱FX Volatility Rises The Most Since March 2023: Cable FX Macro
This week’s docket held historic decisions from both DM and EM central banks, inflation data, and developing geopolitical events....

Rosbel Durán
Mar 22, 2024


⚠️💱Antipodes Hold Highest R2 to The Chinese Yuan: Cable FX Macro
AUD and NZD have the highest sensitivity and R2s to the offshore yuan. The yuan tumbled below support and is down more than 500p on the...

Rosbel Durán
Mar 22, 2024


💱Swiss Franc Bottoms G10FX Composite Model Ranking: Cable FX Macro
The Swiss franc is now the second worst performer in early 2024 trading, the currency has fallen vs all G10 peers except the Japanese...

Rosbel Durán
Mar 22, 2024


🏦🔻Trades Add Dovish BoE Bets After March Decision: Cable FX Macro
Before the Bank Of England's March Bank Rate decision, the swaps market saw only 14bps of easing by June while an August rate cut was the...

Rosbel Durán
Mar 22, 2024


🏦🇺🇸Desk Commentary: FOMC March Rate Decision
UBS: The Federal Reserve doesn't have the data in hand to be confident inflation will decline to and then sustain its 2% target. Chairman...

Rosbel Durán
Mar 20, 2024


🏦🇨🇭Cable FX Macro Weekly Note: SNB March Quarterly Policy Rate Decision
**As seen in Risk In The Week report 03/17/24, subscribe at cablefxm.co.uk/reports The SNB left policy unchanged in December, this week's...

Rosbel Durán
Mar 20, 2024


🏦🇬🇧Cable FX Macro Weekly Note: BoE March Bank Rate Decision
**As seen in Risk In The Week report 03/17/24, subscribe at cablefxm.co.uk/reports The Bank of England left its key rate unchanged at...

Rosbel Durán
Mar 20, 2024


RPT -- 🏦❗️Cable FX Macro Weekly Note: FOMC March Rate Decision
**As seen in Risk In The Week report 03/17/24, subscribe at cablefxm.co.uk/reports The FOMC left the federal funds rate target unchanged...

Rosbel Durán
Mar 20, 2024


RPT -- 🏦🇯🇵Cable FX Macro Weekly Note: BoJ March Policy Rate Decision
**As seen in Risk In The Week report 03/17/24, subscribe at cablefxm.co.uk/reports The Bank of Japan left its benchmark policy rates...

Rosbel Durán
Mar 19, 2024


RPT -- 🏦🇦🇺Cable FX Macro Weekly Note: RBA March Cash Rate Decision
**As seen in Risk In The Week report 03/17/24, subscribe at cablefxm.co.uk/reports In early February, the RBA decided to leave the Cash...

Rosbel Durán
Mar 19, 2024


🏦🇯🇵Desk Commentary: BoJ March Rate Decision
UBS: The headlines tell us that was the first BoJ rate hike For 17 years. The question should really be: is this a different Japan to the...

Rosbel Durán
Mar 19, 2024


❗️📝Cable FX Macro Weekly Note
**As seen in Risk In The Week report 03/17/24, subscribe at cablefxm.co.uk/reports Ahead: BoJ Rate Decision RBA Cash Rate Decision FOMC...

Rosbel Durán
Mar 18, 2024


📝Indicators Point to Overbought Conditions In Equities: J.P. Morgan Strategy
Risk markets continue to trade in a benign fashion with equities making new record highs and credit spreads making new lows. As a result...

Rosbel Durán
Mar 18, 2024


🐍🦅Mexican Peso Leads FX In 1Q 2024: Cable FX Macro
As we head into the last trading sessions of the first quarter, the Mexican leads the FX world. When using the dollar as base, the MXN is...

Rosbel Durán
Mar 18, 2024


💵Dollar Posts Best Week Since January: Cable FX Macro
The Cable FX Macro Dollar Index finished the week 1.4% higher, reversing prior weekly declines. The greenback led the G10 across the...

Rosbel Durán
Mar 18, 2024


📊U.S. Inflation Surprise Index Hits Highest Level In A Year: Cable FX Macro
**As seen in Online Tools>U.S. Inflation Dashboard, subscribe at at cablefxm.co.uk/reports U.S. headline inflation surprises continue to...

Rosbel Durán
Mar 13, 2024
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