January inflation profile looks skewed towards an upside surprise. Over the last nine events, only one U.S. headline CPI metric has been...

The U.S. inflation release holds the second-largest impact score on FX markets after the Non Farm Payrolls. Economists expect January...

It has been our house view for some time that the Fed will ‘only’ cut rates three times this year. This is in step with the guidance from...

In general, banks expect continued normalization of credit losses in 2024. Credit card losses are expected to be higher than 2019 levels...

The dollar extended last week's gains into Monday to reverse by Tuesday's session close. Yields retreated on Tuesday after a two-day...

**As seen in Risk In The Week report 02/02/24, subscribe at cablefxm.co.uk/reports Norway headline inflation stayed unchanged at 4.8% Y/y...

**As seen in Risk In The Week report 02/02/24, subscribe at cablefxm.co.uk/reports The Canada December net labour change surprised all...

The current expectation for the overnight rate to start edging lower this year before returning to a “neutral” level in 2025 will mark...

**As seen in Risk In The Week report 02/02/24, subscribe at cablefxm.co.uk/reports Banco de Mexico left monetary policy unchanged at...

USD/JPY 1m implied volatility screens cheap when compared to its respective historical vol measure.1m realized USD/JPY ticks at 8.46, the...

**As seen in Online Tools>Risk Map, subscribe at cablefxm.co.uk/reports February map of risk events. Filter by day/week or custom period...

The S&P 500 Index is outperforming the Nasdaq 100 since mid-2023, however, the differential is now looking stretched as the 1-year...

Looking at our measure of the dollar <.RDDXY> and U.S. 2-year yield spreads <.RDDXYIR> The USD pullback has been tracking lower front-end...

The recent dollar strength met a continuation of the risk asset rally that started since November. The last two months of last year saw...

**As seen in Risk In The Week report 02/02/24, subscribe at cablefxm.co.uk/reports China December consumer prices fell by 0.3% Y/y, this...

The summary of the BoJ’s January policy meeting indicates that at least one member of the committee considers the current time to be a...

AUD/USD is nursing a near 5% decline in the new year, among the weaker major currencies. Slide one sheds some light on the relative...

**As seen in Risk In The Week report 02/02/24, subscribe at cablefxm.co.uk/reports The RBA will hold its first monetary policy decision...

**As seen in Risk In The Week report 02/02/24, subscribe at cablefxm.co.uk/reports New Zealand employment fell 0.2% in Q3 vs the prior...

A spread of economic surprise indexes from Australia and the U.S. is extending lower, data compiled by Citi shows. The differential is...