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🏦🔺Hawkish Fed Bets Rise On September Price Data: Cable FX Macro
The OIS curve now sees around 10bps of additional tightening for the December tenor, this implies a Fed Funds Rate of about 5.43%. The...

Rosbel Durán
Oct 12, 2023


❗️U.S. "Supercore" Inflation Remains Well Above 10-Year Average: Cable FX Macro
A Bloomberg measure of U.S. consumer services prices excluding shelter rose by 3.91% Y/y in September, the rate is slower than the prior...

Rosbel Durán
Oct 12, 2023


📝Doubt Fed Will Deliver On Market Pricing: ING
Housing is still running hot, rising 0.6% MoM, but we know that the relationship with housing rents data means this will slow...

Rosbel Durán
Oct 12, 2023


📝U.S. CPI Breadth Shows Increase In Price Pressures: RBC
The Fed's 'supercore' (core services excluding home rent component) jumped 0.6% month-over-month, bringing the most recent three month...

Rosbel Durán
Oct 12, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. September Consumer Prices
**As seen in Risk In The Week report 10/06/23, subscribe at cablefxm.co.uk/reports August consumer prices surprised economists as the...

Rosbel Durán
Oct 11, 2023


📆Thursday Session Docket: Busiest Day This Week
**As seen in Eco/Speakers Calendar 10/06/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar holds...

Rosbel Durán
Oct 11, 2023


📝USD Orderly Rallies Tend to Extend Gains Over Next 6 Months: J.P. Morgan Strategy
A rare streak of USD wins. The dollar chalked up another week of by-now routine gains alongside the continued bear steepening in USTs...

Rosbel Durán
Oct 11, 2023


📝 Global Traffic Holds Below 2019 Levels Except In NA: Barclays
IATA reported global passenger traffic (RPK) in August 4% below 2019 levels, in line with 4% below in July (+28% YOY in August). August’s...

Rosbel Durán
Oct 11, 2023


⏰ EU Session Sees Largest Swings In G10FX: Cable FX Macro
**As seen in FX Quotes report 10/06/23, subscribe at cablefxm.co.uk/reports The performance by session section in our FX Quotes report...

Rosbel Durán
Oct 11, 2023


🛢️💱Crude Sensitive Currencies Pressured By Recent Declines: Cable FX Macro
**As seen in FX Quotes report 10/06/23, subscribe at cablefxm.co.uk/reports We have previously noted a strengthening in the relationship...

Rosbel Durán
Oct 11, 2023


🇺🇸❗️U.S. Monetary Conditions Less Lose: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports Since mid-September, a gauge of U.S. monetary conditions has...

Rosbel Durán
Oct 11, 2023


🎈Macro Sentiment Support SEK Downside: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports The Macro Walk report economic surprise section notes the...

Rosbel Durán
Oct 11, 2023


🏦📆 Wednesday Session Central Bank Docket
**As seen in Speakers calendar 10/06/23, subscribe at cablefxm.co.uk/reports Wednesday session holds Fed speak, FOMC meeting minutes

Rosbel Durán
Oct 11, 2023


💱🔺 Swiss Franc Deviation to 100DMA Reaches Highest Since November: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports The valuation section in our Macro Walk report showed the...

Rosbel Durán
Oct 10, 2023


📝 All Inputs to Our AUD/USD Model Are Tilted Bearish For First Time Since March: Westpac Strategy
Matching that, our short-term AUD/USD model shows that there has been no real easing of pressure on the currency when it comes to the...

Rosbel Durán
Oct 10, 2023


❗️📊 Economists Expect Canada And Switzerland Inflation Close to Target: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports The inflation section in our Macro Walk report shows price...

Rosbel Durán
Oct 10, 2023


💱YTD G10FX Top Performers Trim Gains: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports Franc and sterling continue to lead G10FX spot returns in...

Rosbel Durán
Oct 10, 2023


📝FX Vol Screens Dislocated Relative to Cross-Market Vol Premia: J.P. Morgan Strategy
On the surface, the past couple of weeksdollar uptick alongside higher UST yields is simply more of the same from the past couple of...

Rosbel Durán
Oct 10, 2023


🇳🇴❗️Cable FX Macro Weekly Note: Norway September Consumer Prices
**As seen in Risk In The Week report 10/06/23, subscribe at cablefxm.co.uk/reports Norway consumer prices slowed down further in August,...

Rosbel Durán
Oct 9, 2023


📆Tuesday Session Docket: Sweden GDP, Norway Inflation, U.S. Wholesale Inventories, Fed Speakers
**As seen in Eco/Speaker calendars 10/06/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic docket sees...

Rosbel Durán
Oct 9, 2023
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