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💹USD/JPY Lagging Move Lower In Yields: Cable FX Macro
USD/JPY has seen a decline of about 5BF this month, yen strength has extended this week to test 147.0 and breach the pair's 100DMA Yields...

Rosbel Durán
Nov 29, 2023


📊Canada Inflation Closing Gap to BoC's Target Band: Cable FX Macro
**As seen in G10 Inflation Dashboard, subscribe at cablefxm.co.uk/reports The G10 inflation monitor is updated with the latest consumer...

Rosbel Durán
Nov 29, 2023


📝Tarrifs Likely to Dominate FX Risk Premium: J.P. Morgan Strategy
If current US presidential polling persists, risks to the dollar from the elections will be skewed to the upside as the market processes...

Rosbel Durán
Nov 29, 2023


🧮Lveraged Funds Net USD Long Rises Despite Spot Weakness: Cable FX Macro
**As seen in IMM Positioning Dashboard, subscribe at cablefxm.co.uk/reports Hedge funds' net long dollar position extended higher...

Rosbel Durán
Nov 28, 2023


🏦📊AUD Premium Over USD At Around +60Bps: Cable FX Macro
**As seen in Interest Rate Probability Dashboard, subscribe at cablefxm.co.uk/reports Our interest rate probability dashboard is showing...

Rosbel Durán
Nov 28, 2023


💱🔺EMFX Index Is Set to Post Second Best Month This Year: Cable FX Macro
The MSCI EM Currency Index is up 2.44% in November, the gauge is extending gains from the prior month Emerging market currencies are set...

Rosbel Durán
Nov 28, 2023


💵Dollar Softness Seen Over Monday Sessions: Cable FX Macro
The likelihood of the dollar finishing Monday higher is diminished as we have seen the greenback closing up only 3 out of the last 13...

Rosbel Durán
Nov 22, 2023


🛢️⚖️📈💱G10FX Returns In Line With Risk, Dispersed vs Rates And Vol: Cable FX Macro
**As seen in FX Quotes report 11/17/23, subscribe at cablefxm.co.uk/reports Last week, G10FX performance saw the dollar decline while...

Rosbel Durán
Nov 22, 2023


🏦📊USD Priced In For Most Aggressive Easing Next Year: Cable FX Macro
**As seen in Macro Walk report 11/17/23, subscribe at cablefxm.co.uk/reports Overnight indexed swaps have stepped up rate cut...

Rosbel Durán
Nov 22, 2023


🏦🇸🇪Cable FX Macro Weekly Note: Riksbank November Policy Decision
**As seen in Risk In The Week report 11/17/23, subscribe at cablefxm.co.uk/reports The last time the Riksbank met, the policy rate was...

Rosbel Durán
Nov 22, 2023


🇲🇽❗️Cable FX Macro Weekly Note: Mexico Retail Sales, Bi-Weekly CPI
**As seen in Risk In The Week report 11/17/23, subscribe at cablefxm.co.uk/reports Mexico October retail sales showed signs of easing as...

Rosbel Durán
Nov 21, 2023


🔻U.S. Dollar Flagging Oversold Levels vs Peers: Cable FX Macro
**As seen in Macro Walk report 11/17/23, subscribe at cablefxm.co.uk/reports The U.S. dollar extended declines from its YTD peak, a...

Rosbel Durán
Nov 21, 2023


📝Fed Market Pricing Spilled Over to ECB: Nordea
Markets are pricing inflation victory, mostly in the US but to some extent also in the Euro area, where the implied inflation forward...

Rosbel Durán
Nov 21, 2023


📝 Milei Faces Huge Challenge In Congress: UBS Strategy
Javier Milei may have swept into Argentina's presidential palace, the Casa Rosada, on Sunday, but his brand-new political party, Liberty...

Rosbel Durán
Nov 20, 2023


🇨🇦❗️Cable FX Macro Weekly Note: Canada October Consumer Prices
**As seen in Risk In The Week report 11/17/23, subcribe at cablefxm.co.uk/reports Consumer prices eased to 3.8% Y/y in September from the...

Rosbel Durán
Nov 20, 2023


💵🔻Dollar Index Posts Worst Week Since July: Cable FX Macro
The Cable FX Macro Dollar Index traded lower last week. The economic docket received consumer and producer prices, retail sales, weekly...

Rosbel Durán
Nov 20, 2023


⚖️💱USD/JPY, Rates Correlation Broken In The Short-Term: Cable FX Macro
**As seen In Macro Walk report 11/17/23, subscribe at cablefxm.co.uk/reports The USD/JPY exchange rate seems to be lagging yields, the...

Rosbel Durán
Nov 20, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 11/17/23, subscribe at cablefxm.co.uk/reports Ahead: Mexico Retail Sales, Bi-Weekly CPI Riksbank...

Rosbel Durán
Nov 18, 2023


📊❗️Cable FX Macro Weekly Data Set
**As seen in Macro Walk report 11/17/23, subscribe at cablefxm.co.uk/reports Contents: Macro HighlightsEvent RiskEconomic Surprise Index...

Rosbel Durán
Nov 18, 2023


📝Looking For Potential Argentina Elections Spillover Effect In EM: Scotiabank
All three polls indicate that libertarian Javier Milei will win over Sergio Massa, and economy minister in the current Peronist...

Rosbel Durán
Nov 18, 2023
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