**As seen in Risk In The Week report 03/02/24, subscribe at cablefxm.co.uk/reports Switzerland's January consumer prices missed estimates...

Front-end tenors have seen a rise in yen topside demand, 1w-3w tenors rose by more than 50bps on the week, and the 1m tenor is now...

The Cable FX Macro Dollar Index rose into the end of the month and key data releases. Most of the USD's gains were held after the GDP...

The EUR/CHF short was originally intended to capture weak regional growth, net positive CHF flows, and tariff risks. The position has...

The yen strengthened over the last session of the month to post its best day this year, USD/JPY slipped 0.9p to trade below 150.0 Dollar...

While there is little prospect of any rate cut at the 6 March meeting and we doubt the BoC will be comfortable enough to loosen policy at...

Mexico's central bank on Wednesday lowered its growth forecast for 2024 to 2.8% from 3.0%, largely due to carryover effects, and said...

Demand to hedge AUD/USD downside is higher into the 6m and 9m tenors, the latter covers the U.S. election in November AUD/USD 3m-6m put...

Canada macroeconomic sentiment dipped into negative territory to reach the lowest level since September 2022. The index is recording the...

An index tracking commodity prices built by Bloomberg is set to finish February down 1.9%, this is the 7th straight monthly loss for the...

Trump has extended its leadership over Biden, RealClearPolitics data shows. Polling has not favored the former President by a wide margin...

The OCR track, which peaks 9bp above the current level of 5.5%, indicates that the RBNZ still sees some upside risk overall. However, the...

Spot gold tested levels below $2,000/oz before reversing losses for the month. We have now seen CPI weakness pared back completely The...

The consensus median expects the U.S. economy to outperform all developed nations this year, GDP is penciled at 2.0% before slowing to...

AUD’s beta to global “risky” market returns has fallen to multi-year lows. Paralleling that, Australia’s national savings continue to...

Monday session sees global rates offered, 10-year benchmark yields in Germany and the U.S. rise by 7.7bps and 3.7bps, respectively. The...

The market reversed its Fed pricing course since mid-January when expectations saw 160bps of easing for 2024. The move extended into less...

This week, the docket is set to receive the Fed’s preferred measure of inflation, the core PCE. As of December, the rate stands at 2.6%...

The motivation for our relatively bullish USD view (EUR/USD 1.03-1.05 in 1H is persistent US growth and yield exceptionalism. This...

U.S. and global high-yield corporate bond spreads have narrowed despite the hot CPI print. A measure of U.S. HY spreads is near its...