top of page
Search


⚖️🇦🇺🇺🇸 AUD Yield Advantage Erodes Further: Cable FX Macro
AUD-USD 10-year yield spread started the year at around 10bps in favour of AGBs. The differential had been positive since November and it...

Rosbel Durán
Feb 15, 2024


RPT-- 🇺🇸❗️Cable FX Macro Weekly Note: U.S. January Retail Sales
**As seen in Risk In The Week report 02/09/24, subscribe at cablefxm.co.uk/reports U.S. retail sales rose by 0.6% M/m in December, this...

Rosbel Durán
Feb 15, 2024


RPT--🇦🇺❗️Cable FX Macro Weekly Note: Australia January Labour Report
**As seen in Risk In The Week report 02/09/24, subscribe at cablefxm.co.uk/reports Australian economy shed 65.1K jobs in December, the...

Rosbel Durán
Feb 15, 2024


RPT--🇬🇧❗️Cable FX Macro Weekly Note: U.K. January Consumer Prices
**As seen in Risk In The Week report 02/09/24, subscribe at cablefxm.co.uk/reports U.K. consumer prices rebounded in December, the...

Rosbel Durán
Feb 15, 2024


⚠️CBOE VIX Rises The Most Since October: Cable FX Macro
The CBOE volatility index has seen range-bound moves for most of this year, daily changes have ranged from around -1.0/+1.0 until today...

Rosbel Durán
Feb 13, 2024


📆Wednesday Session Docket: U.K. Inflation, EU GDP, ECB Speakers
**As seen in Online Tools > CAL, subscribe at cablefxm.co.uk/reports exp = Bloomberg survey median The economic calendar holds U.K....

Rosbel Durán
Feb 13, 2024


📝Tuesday Saw Underwhelming USD Buying: UBS Strategy
Judging by desk flows, it looks like the market wasn't positioned for the heat of that U.S. CPI print. There was a big spike in activity...

Rosbel Durán
Feb 13, 2024


🇺🇸❗️Cable FX Macro Weekly Note: U.S. January Consumer Prices
**As seen in Risk In The Week report 02/09/24, subscribe at cablefxm.co.uk/reports U.S. consumer prices accelerated by 3.4% Y/y in...

Rosbel Durán
Feb 12, 2024


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 02/02/24, subscribe at cablefxm.co.uk/reports Ahead: U.S. inflation U.K. inflation Australia labour...

Rosbel Durán
Feb 12, 2024


🎈January Inflation Profile Skewed Towards Upside Surprise: Cable FX Macro
January inflation profile looks skewed towards an upside surprise. Over the last nine events, only one U.S. headline CPI metric has been...

Rosbel Durán
Feb 12, 2024


⚠️💱 Inflation Report Remains Relevant to FX: Cable FX Macro
The U.S. inflation release holds the second-largest impact score on FX markets after the Non Farm Payrolls. Economists expect January...

Rosbel Durán
Feb 12, 2024


📝See EUR/USD Trading In 1.04-1.12 Range: Rabobank
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...

Rosbel Durán
Feb 10, 2024


📝Banks Expect Continued Normalization Of Credit Losses: Deutsche Bank
In general, banks expect continued normalization of credit losses in 2024. Credit card losses are expected to be higher than 2019 levels...

Rosbel Durán
Feb 10, 2024


💵🔻Dollar Reverses Gains, Down 0.3% On Week: Cable FX Macro
The dollar extended last week's gains into Monday to reverse by Tuesday's session close. Yields retreated on Tuesday after a two-day...

Rosbel Durán
Feb 10, 2024


RPT--🇳🇴Cable FX Macro Weekly Note: Norway January Consumer Prices
**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...

Rosbel Durán
Feb 10, 2024


RPT--🇨🇦Cable FX Macro Weekly Note: Canada January Labour Report
**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...

Rosbel Durán
Feb 10, 2024


📝BoC’s Current Period Of Rate Restrictiveness Longest Since The 1990s: RBC
The current expectation for the overnight rate to start edging lower this year before returning to a “neutral” level in 2025 will mark...

Rosbel Durán
Feb 8, 2024


🏦🇲🇽Cable FX Macro Weekly Note: Banxico February Rate Decision
**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...

Rosbel Durán
Feb 8, 2024


⚠️💱Yen Implieds Look Cheap In 1M Tenor: Cable FX Macro
USD/JPY 1m implied volatility screens cheap when compared to its respective historical vol measure.1m realized USD/JPY ticks at 8.46, the...

Rosbel Durán
Feb 8, 2024


📆⚠️Cable FX Macro February 2024 Risk Map
**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...

Rosbel Durán
Feb 8, 2024
bottom of page