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💶🔻 Euro Falls The Most Since July On ECB: Cable FX Macro
The euro is extending losses from ECB monetary policy decision as investors price in the potential end of its tightening cycle. EUR/USD...

Rosbel Durán
Sep 14, 2023


📝Early PBoC RRR Cut Not A Good Sign Ahead Of Data: UBS Strategy
It is unusual for the People's Bank of China to cut the reserve requirement ratio an a Thursday, as it did today. The PBOC mostly acts on...

Rosbel Durán
Sep 14, 2023


🏦🇪🇺Desk Commentary: ECB September Monetary Policy Meeting
ING: If you wonder why the ECB is not taking a step back and waiting until the full impact of the rate hikes so far has unfolded, the...

Rosbel Durán
Sep 14, 2023


📝U.S. Beveridge Curve Is Back to Pre-Pandemic Levels: RBC
There are still reasons to expect a much weaker economic backdrop to emerge in the U.S. Excess savings built up over the pandemic have...

Rosbel Durán
Sep 14, 2023


ICYMI:🇺🇸❗️Gasoline Prices Single Biggest Contributor to Aug. CPI: Cable FX Macro
**As seen in U.S. Inflation Dashboard, cablefxm.co.uk/reports US Aug. CPI Up 0.631% M/m; Core Up 0.278% US Aug. CPI Rose 0.6%, Matching...

Rosbel Durán
Sep 13, 2023


🇸🇪❗️Cable FX Macro Weekly Note: Sweden August Consumer Prices
**As seen in Risk In The Week report 09/08/23, subscribe at cablefxm.co.uk/reports July headlines prices were unchanged from the prior as...

Rosbel Durán
Sep 13, 2023


📅Thursday Session Docket: U.S. Retail Sales, PPI, ECB
**As seen in Eco Calendar 09/08/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median economic docket holds U.S. retail...

Rosbel Durán
Sep 13, 2023


🏦❗️Cable FX Macro Weekly Note: ECB September Monetary Policy Decision
**As seen in Risk In The Week report 09/08/23, subscribe at cablefxm.co.uk/reports The ECB hiked its main refi rate by 25bps to 4.25% in...

Rosbel Durán
Sep 13, 2023


📝Do Not See Much Scope For ECB Rate Cuts Next Year: Commerzbank
The core inflation rate is even likely to settle above 3%. This is because with wages rising much more strongly, companies in the service...

Rosbel Durán
Sep 13, 2023


🇦🇺❗️Cable FX Macro Weekly Note: Australia August Labour Report
**As seen in Risk In The Week report 09/08/23, subscribe at cablefxm.co.uk/reports Australian labour market contracted by 14.6K in July,...

Rosbel Durán
Sep 13, 2023


📝Inflation Progress Likely to Get More Difficult Ahead: Wells Fargo
Despite a strong rise in prices in August, the trend in inflation has cooled since the spring. On a three month annualized basis, CPI...

Rosbel Durán
Sep 13, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. August Retail Sales
**As seen in Risk In The Week report 09/08/23, subscribe at cablefxm.co.uk/reports U.S. July retail sales increased by 0.7% M/m, the...

Rosbel Durán
Sep 13, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. August Consumer Prices
**As seen in Risk In The Week report 09/08/23, subscribe at cablefxm.co.uk/reports U.S. headline inflation rebounded in July to 3.2% Y/y...

Rosbel Durán
Sep 12, 2023


📝 Disagree With Consensus On Banxico's Easing Cycle: Natixis
Consensus of economists believes Banxico will start cutting in February instead of December The results of the Citi-Banamex survey...

Rosbel Durán
Sep 12, 2023


📆 Wednesday Session Docket: Busiest Day This Week
**As seen in Eco Calendar 09/08/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median economic calendar holds U.S....

Rosbel Durán
Sep 12, 2023


🎈U.S. Macro Sentiment Remains Intact: Cable FX Macro
**As seen in Macro Walk report 09/08/23, subscribe at cablefxm.co.uk/reports The economic surprise index section in our Macro Walk report...

Rosbel Durán
Sep 12, 2023


🛢️🔺 Oil Currencies to Benefit On Rally But Not Against The Dollar: Cable FX Macro
We saw WTI crude oil futures surging for a second consecutive week, the 2.3% advanced followed gains of 7.2%. If Brent crude futures hold...

Rosbel Durán
Sep 12, 2023


🔺 Gap Between Headline And Core Prices Seen Narrowing In August: Cable FX Macro
U.S. August inflation data will be released on Wednesday, September 13 at 8:30 EST. The estimate sees headline prices accelerating a...

Rosbel Durán
Sep 12, 2023


📝 Dollar Tends to Outperform In 2nd Half Of September: J.P. Morgan FX Strategy
Seasonality went more or less to script in August. On top of that, the 3%+ return that the USD TWI delivered in September 2022 marked the...

Rosbel Durán
Sep 12, 2023


📝Saudi Arabia Will Have The Option to Lift Output In October And November: SEB
The market is bewildered and cannot quite figure out whether the latest extension of Saudi Arabia's unilateral cut to the end of the year...

Rosbel Durán
Sep 12, 2023
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