top of page
Search


📊Macroeconomic Sentiment Could Keep NOK/SEK Pressured: Cable FX Macro
**As seen in Macro Walk report 11/10/23, subscribe at cablefxm.co.uk/reports The economic surprise section in our Macro Walk report is...

Rosbel Durán
Nov 15, 2023


🛢️⛏️AUD/CAD Upside Supported by ToT Differential: Cable FX Macro
**As seen in Macro Walk report 11/10/23, subscribe at cablefxm.co.uk/reports The terms of trade section in our Macro Walk report showed a...

Rosbel Durán
Nov 15, 2023


🎈U.S. Inflation Surprise Index Dips Further: Cale FX Macro
**As seen in U.S. Inflation Dashboard, subscribe at cablefxm.co.uk/reports Our U.S. inflation surprise dropped further in October to...

Rosbel Durán
Nov 15, 2023


📝Favour Emerging Markets When The Fed Beings to Cut Rates: UBS
When the Fed begins to cuts rates, emerging markets should take centre stage, according to comments made by panelists at the European...

Rosbel Durán
Nov 15, 2023


ICYMI: 🇺🇸📊U.S. Super Core Inflation At Lowest Pace Since July: Cable FX Macro
**As seen in U.S. Inflation Dashboard, subscribe at cablefxm.co.uk/reports US Oct. Core Consumer Prices Rise 4.0% Y/Y%; Est. 4.1% US Oct....

Rosbel Durán
Nov 14, 2023


📆Wednesday Session Docket: Busiest Day This Week
**As seen in Eco Calendar 11/10/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic docket sees the busiest...

Rosbel Durán
Nov 14, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. October Retail Sales
**As seen in Risk In The Week report 11/10/23, subscribe at cablefxm.co.uk/reports September retail sales rose by 0.7% on the month, this...

Rosbel Durán
Nov 14, 2023


🇬🇧❗️Cable FX Macro Weekly Note: U.K. October Consumer Prices
**As seen in Risk In The Week report 11/10/23, subscribe at cablefxm.co.uk/reports U.K. September consumer prices rose 6.7% Y/y, this was...

Rosbel Durán
Nov 14, 2023


🇨🇳❗️Cable FX Macro Weekly Note: China October Retail Sales, IP
**As seen in Risk In The Week report 11/10/23, subscribe at cablefxm.co.uk/reports September economic indicators strengthened arguments...

Rosbel Durán
Nov 14, 2023


🇯🇵❗️Cable FX Macro Weekly Note: Japan Q3 GDP Growth
**As seen in Risk In The Week report 11/10/23, subscribe at cablefxm.co.uk/reports Japanese 2Q economic growth rose by 4.8% Q/q, the...

Rosbel Durán
Nov 14, 2023


💵🔻Dollar Falls The Most In A Year, Posts 2-Sigma Day: Cable FX Macro
The DXY is set to post its worst daily performance since November 11, 2022. The dollar index is down 1.5% on the day, it has seen losses...

Rosbel Durán
Nov 14, 2023


📝Forecast U.S. Headline CPI At 2.0%-2.5% Range By April: ING
There are some components on which there is less certainty, such as medical care, but we are increasingly confident that inflationary...

Rosbel Durán
Nov 14, 2023


📝Inflation Data Taking Pressure Off The Fed: Commerzbank
Today's data should reinforce the market's view that the Fed will not raise its key interest rates any further (this has also been our...

Rosbel Durán
Nov 14, 2023


📝PBoC, Fed to Continue to Drive Yuan: J.P. Morgan FX Strategy
The incremental policy easing since August, upbeat 3Q GDP report and latest fiscal policy support have prompted us to revise up near-term...

Rosbel Durán
Nov 14, 2023


🧮U.S. 2-Yr Note Futures Net Short Builds Further: Cable FX Macro
**As seen in IMM Positioning report 11/13/23, subscribe at cablefxm.co.uk/reports CFTC data showed leveraged funds' 2yr note futures net...

Rosbel Durán
Nov 13, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. October Consumer Prices
**As seen in Risk In The Week report 11/10/23, subscribe at cablefxm.co.uk/reports U.S. September consumer prices rose 3.7% Y/y, this was...

Rosbel Durán
Nov 13, 2023


📆Tuesday Session Docket: U.S. CPI, Eurozone GDP, U.K. Labour
**As seen in Eco/Speakers calendar 11/10/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar holds...

Rosbel Durán
Nov 13, 2023


📝 Yen Carry Trades Remain Present: UBS Strategy
USDJPY hit 151,665 Monday Asia morning on Electronic Braking Services (EBS). Some market participants are now looking at 151.94, a...

Rosbel Durán
Nov 13, 2023


📝Banxico To Be On Course to Start Easing In Early 2024: Wells Fargo
In Mexico, October saw a further deceleration of inflation as the headline CPI slowed to 4.26% year- over-year and the core CPI slowed to...

Rosbel Durán
Nov 13, 2023


📝See China Output Rising 4.0%-4.5% In 2024: J.P. Morgan
Considering the time lag for policy transmission, policy support impact on the economy will mostly come through in 1H24. We thus keep...

Rosbel Durán
Nov 13, 2023
bottom of page