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📝Our TEAM Model Remains Long MXN: J.P. Morgan FX Strategy
We have been arguing that stability on the US rates front (or even better a rally) would allow Latam currencies with high carry and...

Rosbel Durán
Nov 8, 2023


💱📈High-Beta FX Outperformed On Risk On Trade: Cable FX Macro
**As seen in FX Quotes report 11/02/23, subscribe at cablefxm.co.uk/reports World equities traded positively, the S&P 500 Index posted...

Rosbel Durán
Nov 7, 2023


📝 Expect A Follow Up RBA Rate Hike In February: NAB
The RBA delivered on expectations for a rate rise at its November meeting – taking the cash rate to 4.35%. Reflecting recent data, the...

Rosbel Durán
Nov 7, 2023


🧮 Leveraged Funds Hold to Net USD Long: Cable FX Macro
**As seen in IMM Report 11/03/23, subscribe at cablefxm.co.uk/reports Leveraged funds held to its net USD long last week, according to...

Rosbel Durán
Nov 7, 2023


📆Tuesday Session Docket
**As seen in Eco/Speakers calendars 11/03/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar sees...

Rosbel Durán
Nov 6, 2023


RPT--🏦🇦🇺Cable FX Macro Weekly Note: RBA November Cash Rate Decision
**As seen in Risk In The Week report 11/03/23, subscribe at cablefxm.co.uk/reports The Australian central bank left its Cash Rate target...

Rosbel Durán
Nov 6, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 11/03/23, subscribe at cablefxm.co.uk/reports Ahead: RBA Cash Rate Decision China CPI, PPI Mexico...

Rosbel Durán
Nov 4, 2023


RPT—🇺🇸❗️U.S. Jobless Rate At Highest Since January 2022: Cable FX Macro
**As seen in Non Farm Payrolls Dashboard, subscribe at cablefxm.co.uk/reports U.S. October Non Farm Payrolls Rose 150K; Est. 180K U.S....

Rosbel Durán
Nov 4, 2023


⚖️🔻10-Year Yields Sees Worst Two-Day Performance Since March: Cable FX Macro
The 10-year yield is set to decline 26 basis points over the last two-sessions, Treasury rates continue to be bid on Thursday after...

Rosbel Durán
Nov 2, 2023


🇺🇸🔺U.S. Economy Continues to Outperform Peers: Cable FX Macro
**As seen in Macro Walk report 10/27/23, subscribe at cablefxm.co.uk/reports The Economic Board section in our Macro Walk report shows a...

Rosbel Durán
Nov 2, 2023


🏦📊JOLTS Job Openings Remain In Line With Strong U.S. Labour Market: Cable FX Macro
September JOLTS job openings extended the trend from the prior month as we continue to see a rise in available jobs. The headline rose to...

Rosbel Durán
Nov 2, 2023


RPT--🏦🇬🇧Cable FX Macro Weekly Note: BoE November Policy Decision
**As seen in Risk In The Week report 10/27/23, subscribe at cablefxm.co.uk/reports Next Thursday sees the BoE decide on interest rate....

Rosbel Durán
Nov 2, 2023


⚖️💱🔻Risk Falls Sharply, Safe Havens Bid In October: Cable FX Macro
October monthly recap. Risk assets declined across our G10 watch list, the S&P 500 index fell 2.2% but finished off the lows as the...

Rosbel Durán
Nov 2, 2023


📝EUR/SEK Seen Decoupled From Rate Differentials: J.P. Morgan FX Strategy
There has been a myriad of factors explaining the EUR/ SEK overshoot to fair value over recent quarters; most striking is EUR/SEKs...

Rosbel Durán
Nov 2, 2023


🏦❗️Cable FX Macro Weekly Note: FOMC November Meeting
**As seen in Risk In The Week report 10/27/23, subscribe at cablefxm.co.uk/reports Back in September, the Fed held the policy benchmark...

Rosbel Durán
Nov 1, 2023


📝 FX Volatility Seen Underpriced: Westpac
DXY derived little“safe-haven” style upside for a good part of the latest lift in various market turbulence metrics such as the VIX and...

Rosbel Durán
Nov 1, 2023


⚖️🇺🇸 U.S. 10-Yr Records Sixth Consecutive Monthly Rise In October: Cable FX Macro
The U.S. 10-year yield rose by 35 basis points in October to record its sixth consecutive month of increases, the rate finished at...

Rosbel Durán
Nov 1, 2023


🇺🇸❗️Cable FX Macro Weekly Note: October ISM Mfg PMI
**As seen in Risk In The Week report 10/27/23, subscribe at cablefxm.co.uk/reports U.S. September ISM manufacturing activity extended...

Rosbel Durán
Oct 31, 2023


📆Wednesday Session Docket: ADP Employment, JOLTS Job Openings, ISM, FOMC
**As seen in Eco calendar 10/27/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median

Rosbel Durán
Oct 31, 2023


❗️📆Cable FX Macro November 2023 Risk Map
**As seen in Monthly Economic Calendar 10/31/23, subscribe at cablefxm.co.uk/reports Week 1 and 3 hold the busiest sessions in November...

Rosbel Durán
Oct 31, 2023
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