top of page
Search


⚖️🔺Dollar Rate Advantage Rises to Highest Since March 2019: Cable FX Macro
A Bloomberg measure of U.S. the 10-year yield space vs DM peers is extending higher on Tuesday session, our own <.RDDXYIR> index of...

Rosbel Durán
Oct 3, 2023


🏦🇳🇿 Cable FX Macro Weekly Note: RBNZ Cash Rate Decision
**As seen in Risk In The Week report 09/29/23, subscribe at cablefxm.co.uk/reports The RBNZ left its OCR unchanged in August, this was...

Rosbel Durán
Oct 3, 2023


🏦🔺Hawkish Bets Increased On JOLTS Data: Cable FX Macro
We saw a spike of hawkish bets after the August JOLTS data released, the team at Bloomberg Economics reported the surprise was worth 4.2...

Rosbel Durán
Oct 3, 2023


📝Yen Price Action Looked Somewhat Different From Previous Interventions: UBS Strategy
There has been choppy price action in USDJPY after it briefly traded above 150 after stronger US jobs data. The Japanese Finance Ministry...

Rosbel Durán
Oct 3, 2023


📝 Inflation Revisions Will Fail to Support A November RBA Rate Hike: Westpac
We have lifted our forecast for Trimmed Mean Inflation from 0.8% to 1.1%, mainly due to higher inflation in the services sector for which...

Rosbel Durán
Oct 3, 2023


⚖️💶Rate Spreads Point to EUR Trading Closer to Parity: Cable FX Macro
We are noting a historical relationship between our measure of dollar rate spreads and the EUR/USD exchange rate. The Cable FX Macro USD...

Rosbel Durán
Oct 3, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 09/29/23, subscribe at cablefxm.co.uk/reports This week: RBA Cash Rate Decision ISM Mfg PMI...

Rosbel Durán
Oct 3, 2023


📝High Energy Prices Could Push Fed to Hike Again In December: Nordea
For central banks, higher energy prices are unwelcome news in today’s high inflationary environment. On the one hand, higher energy...

Rosbel Durán
Oct 3, 2023


RPT -- ❗️🇨🇭Cable FX Macro Weekly Report: Switzerland Consumer Prices
**As seen in Risk In The Week report 09/29/23, subscribe at cablefxm.co,uk/reports August inflation figures saw consumer prices print...

Rosbel Durán
Oct 3, 2023


📝Closing Short GBP/CAD Trade to Lock In Profit: MUFG Strategy
Closing short GBP/CAD trade idea to lock in a profit. The trade recommendation has worked well end the pair fell to an intra-day low of...

Rosbel Durán
Oct 2, 2023


🏦🇦🇺Cable FX Macro Weekly Note: RBA October Policy Decision
**As seen in Risk In The Week report 09/29/23, subscribe at cablefxm.co.uk/reports The September meeting saw the RBA leave its Cash Rate...

Rosbel Durán
Oct 2, 2023


📝Golden Week Chinese Consumer Unlikely to Return to Europe At Same Pace: UBS
China's Golden Week started on Friday and although people seem willing to travel, they may not go on a spending spree. Travel and airline...

Rosbel Durán
Oct 2, 2023


⚠️🔺 Volatility Benchmarks Rebound From Lows: Cable FX Macro
Cross-asset volatility has been in a downward trend since the March banking crisis. Over the summer, the VIX touched the lowest to match...

Rosbel Durán
Oct 2, 2023


🇺🇸❗️ Cable FX Macro Weekly Note: ISM September Mfg PMI
**As seen in Risk In The Week report 09/29/23, subscribe at cablefxm.co.uk/reports August manufacturing index rebounded to 47.6 from...

Rosbel Durán
Oct 2, 2023


📝BTPs Could Send EUR/USD Towards 1.00/1.02: ING FX Strategy
Political risk has not had an impact on the euro since the latest Italian government crisis in the summer of 2022. In that same period,...

Rosbel Durán
Oct 1, 2023


⚠️💱Sterling Beta to Volatility Rises Sharply: Cable FX Macro
Since our last update, we have seen GBP's beta to volatility rise significantly. The 6-month daily return B is now ranking the as second...

Rosbel Durán
Sep 29, 2023


📝 Possible to See 10yr Bund Yield At 3%, U.S. 10yr At 5%: ING Strategy
Overall the dominant impulse for market rates is for a push higher to continue. Most of this is coming from the back end, and in...

Rosbel Durán
Sep 29, 2023


📝USD Behavioral Model Shows Fed Expectations As Main Driver: Westpac Strategy
Our behavioral model of the USD’s main drivers. Much improved sentiment toward US growth accounted for a hefty share of the USD’s rebound...

Rosbel Durán
Sep 29, 2023


🇨🇦❗️Cable FX Macro Weekly Note: Canada GDP Growth
**As seen in Risk In The Week report 09/22/23, subscribe at cablefxm.co.uk/reports Canada’s economic output increased by 1.1%Y/y in June,...

Rosbel Durán
Sep 28, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. August PCE Core Deflator
**As seen in Risk In The Week report 09/22/23, subscribe at cablefxm.co.uk/reports The Fed’s preferred measure of inflation rebounded in...

Rosbel Durán
Sep 28, 2023
bottom of page