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📝 Recommend Staying Long USD/CNH Via Options: J.P. Morgan
USD/CNH has rallied past the key 7.30 level and is up nearly 1% since we last published, as markets remain concerned over Chinas growth...

Rosbel Durán
Sep 25, 2023


📝‼️ Cable FX Macro Weekly Note
**As seen in Risk In The Week report 09/22/23, subscribe at cablefxm.co.uk/reports Ahead: Australia Inflation Rate Australia Retail Sales...

Rosbel Durán
Sep 22, 2023


📝 Intervention Likely to Discourage JPY Shorts: MUFG Strategy
While the EUR and GBP have fallen to fresh lows against the USD over the past week, the JPY has remained relatively more stable supported...

Rosbel Durán
Sep 22, 2023


📝Prefer to Sell AUD/USD On Rallies, Target 0.6200: Westpac Strategy
The Aussie will not resist the Fed-driven bullish USD undertow and our preference remains to sell AUD/USD rallies to 0.6520, targeting...

Rosbel Durán
Sep 22, 2023


🏦💱 Sweden Currency Reserves Relatively Small: Cable FX Macro
This week, the Riksbank released its monetary policy decision and announced that it would hedge part of its FX reserves. The central bank...

Rosbel Durán
Sep 22, 2023


💵🔺 Dollar Tends to Rise Post-FOMC: Cable FX Macro
Looking at the performance of the dollar after the FOMC decided on rates, our sample covers monetary policy decisions from March 2022...

Rosbel Durán
Sep 22, 2023


📆Friday Session Docket: U.K. Retail Sales, S&P Global PMIs, Canada Retail Sales
**As seen in Econ/Speakers calendars 09/15/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar holds...

Rosbel Durán
Sep 21, 2023


🛢️💱 Currencies' Correlation to Crude Strengthens: Cable FX Macro
**As seen in Macro Walk report 09/15/23, subscribe at cablefxm.co.uk/reports Crude oil futures have risen every week of this month, WTI...

Rosbel Durán
Sep 21, 2023


🏦🇺🇸Desk Commentary: FOMC September Meeting
UBS: Why is the fed funds rate not sufficiently restrictive at this level based on the 2023 dots? In the press conference, Fed Chair Jay...

Rosbel Durán
Sep 21, 2023


🏦🇬🇧Cable FX Macro Weekly Note: BoE September Monetary Policy Meeting
**As seen in Risk In The Week report 09/15/23, subscribe at cablefxm.co.uk/reports Back in early August, the BoE lifted the Bank Rate by...

Rosbel Durán
Sep 21, 2023


🇲🇽❗️Cable FX Macro Weekly Note: Mexico July Retail Sales
**As seen in Risk In The Week report 09/15/23, subscribe at cablefxm.co.uk/reports Mexico retail sales surged to 2.3% M/m in June, this...

Rosbel Durán
Sep 21, 2023


📆 Thursday Session Docket: Busiest Day This Week
**As seen in Eco/Speakers calendars 09/15/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar sees...

Rosbel Durán
Sep 21, 2023


RPT--🇳🇿❗️Cable FX Macro Weekly Note: N.Z. Q2 GDP Growth Rate
**As seen in Risk In The Week report 09/15/23, subscribe at cablefxm.co.uk/reports The New Zealand economy is set to rebound from a...

Rosbel Durán
Sep 20, 2023


⚖️💵Dollar Rate Spreads Spike On Fed Day: Cable FX Macro
Both our gauges for the USD spot FX and rate spreads were trading heavy into the FOMC The relationship between rate spreads and the...

Rosbel Durán
Sep 20, 2023


🏦🔻2024 Fed Cuts Pricing Trimmed On Wednesday: Cable FX Macro
Wednesday session saw the Fed decide on monetary policy, the FOMC left rates unchanged at 5.25%-5.50% The median dot plot for 2023 was...

Rosbel Durán
Sep 20, 2023


✨ 🔺 Longer-Term Estimates Of Fed Policy Extend Higher: Cable FX Macro
Wednesday session saw the FOMC keep rates unchanged as the Fed skipped a rate hike but signal further increases The U.S. Treasury space...

Rosbel Durán
Sep 20, 2023


📝 Revising Our 10-Year JGB Base Case Scenario Higher to 0.5%-0.8%: MUFG
The Ueda BoJ decides to wind down yield curve control (YCC) at the April 2024 Policy Board meeting, having concluded that it is now more...

Rosbel Durán
Sep 20, 2023


📝See Ample Upside In Housing Component Of U.S. CPI: Nordea
The housing category in CPI is calculated using mostly rental prices. With prices on new rental properties flatlining earlier this year,...

Rosbel Durán
Sep 20, 2023


📆 Wednesday Session Docket: U.K. Inflation, FOMC Rate Decision
**As seen in Econ Calendar 09/15/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar holds U.K....

Rosbel Durán
Sep 19, 2023


🏦❗️Cable FX Macro Weekly Note: FOMC September Meeting
**As seen in Risk In The Week report 09/15/23, subscribe at cablefxm.co.uk/reports Back in late July, the Fed lifted its benchmark by...

Rosbel Durán
Sep 19, 2023
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