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🏦📊Fed-ECB Implied Rate Curve Flattens: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports The implied rates section in our Macro Walk report has been...

Rosbel Durán
Oct 9, 2023


⚖️🔻German Bund Front-End Outperformed On The Week: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports The rates section in our Macro Walk report saw long-end...

Rosbel Durán
Oct 9, 2023


🧮Leveraged Funds Take Dollar Net Long to Highest Since April: Cable FX Macro
**As seen in IMM Positioning report 10/06/23, subscribe at cablefxm.co.uk/reports Using CFTC data, our IMM Positioning report showed...

Rosbel Durán
Oct 9, 2023


📝 Mexican Peso Underperformance Should Be Transitory: Barclays
MXN underperformance should be transitory. The MXN has been under- pressure over the last days, as the selloff in US rates has brought...

Rosbel Durán
Oct 9, 2023


⚖️🔺Treasuries Lead Curve Steepening: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports The rates section in our Macro Walk report showed curve...

Rosbel Durán
Oct 9, 2023


⚠️💱 Realized Volatility Moves Up On The Week, Implieds Subdued: Cable FX Macro
**As seen in Macro Walk report 10/06/23, subscribe at cablefxm.co.uk/reports The volatility section in our Macro Walk report showed real...

Rosbel Durán
Oct 9, 2023


🇲🇽❗️Cable FX Macro Weekly Note: Mexico Sept. Consumer Prices
**As seen in Risk In The Week report 10/06/23, subscribe at cablefxm.co.uk/reports Mexico's August consumer prices slowed to 4.64% Y/y...

Rosbel Durán
Oct 8, 2023


📝❗️ Cable FX Macro Weekly Note
**As seen in Risk In The Week report 10/06/23, subscribe at cablefxm.co.uk/reports Ahead, inflation figures from: Mexico Norway U.S. Sweden

Rosbel Durán
Oct 8, 2023


📝Short Selling Activity Picks Up In September: UBS Strategy
Short-selling activity picks up in September while systematics post best month since August 2022. A strong performance on short positions...

Rosbel Durán
Oct 8, 2023


💵🔺 Dollar Rebounds From Prior Week, Rises 0.7%: Cable FX Macro
The Cable FX Macro Dollar Index <.RDDXY> rebounded from two consecutive weeks of losses, our measure of the dollar rose 0.7% as it pared...

Rosbel Durán
Oct 8, 2023


🇨🇦❗️Cable FX Macro Weekly Note: Canada September Labour Report
**As seen in Risk In The Week report 09/29/23, subscribe at cablefxm.co.uk/reports The Canadian labour market added almost 40K jobs in...

Rosbel Durán
Oct 5, 2023


🇺🇸❗️Cable FX Macro Weekly Note: September Non Farm Payrolls
**As seen in Risk In The Week report 09/29/23, subscribe at cablefxm.co.uk/reports We will get Non Farm Payrolls on Friday after U.S....

Rosbel Durán
Oct 5, 2023


❗️📆Cable FX Macro October 2023 Risk Map
**As seen in Monthly Calendar 10/01/23, subscribe at cablefxm.co.uk/reports

Rosbel Durán
Oct 5, 2023


📝 Saw Macro Hedge Funds Unwinding MXN/JPY, Real Money Buying USD/MXN: UBS Strategy
Outside of a quick blip at the New York open, the USD spent the majority of the day continuing to sell off against peers, retracing the...

Rosbel Durán
Oct 5, 2023


📝Excess Liquidity Concentrating In Higher-Income Groups: Wells Fargo
Households still have excess liquidity, though it is declining and excess cash does look to be concentrated in higher-income groups who...

Rosbel Durán
Oct 5, 2023


📝 Going Long AUD/NZD, Target 1.0820: Westpac Strategy
As a short term and tactical view, we bought the AUD/NZD at 1.0710, targeting 1.0820, with a stop at 1.0650, in the wake of the RBNZ's...

Rosbel Durán
Oct 5, 2023


🛢️🔻Crude Oil Dragging NOK, CAD Lower: Cable FX Macro
Crude oil futures are dipping by more than 5% on Wednesday, the decline matches losses seen in late May. WTI futures have recorded losses...

Rosbel Durán
Oct 4, 2023


📝We Have Revised Up Our Australia Q3 CPI Forecast to 1.1%Q/q: Westpac
We have revised up our Q3 CPI forecast to 1.1%qtr/5.3%yr and lifted our Trimmed Mean forecast to 1.1%qtr/5.0%yr. While still consistent...

Rosbel Durán
Oct 4, 2023


📝Gold May Test Below $1,800/oz Before Turning Higher: UBS Strategy
while investors fail to blame gold's weakness on rates and the USD, there has been little bounce after gold price pulled back by $100 per...

Rosbel Durán
Oct 4, 2023


📝 Don't See Evidence Of USD/JPY Intervention: UBS Strategy
Preliminary daily current account data from the Bank of Japan doesn't provide clear evidence of any intervention on Tuesday. The daily...

Rosbel Durán
Oct 4, 2023
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