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📝 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


❗️🇬🇧Cable FX Macro Weekly Note: U.K. Aug. Consumer Prices
**As seen in Risk In The Week report 09/15/23, subscribe at cablefxm.co.uk/reports U.K. headline prices eased by one percentage point to...

Rosbel Durán
Sep 19, 2023


🏦🔻First Fed Rate Cut Priced In For July: Cable FX Macro
**As seen in Macro Walk report 09/15/23, subscribe at cablefxm.co.uk/reports Heading into the FOMC September meeting, O/N index swaps...

Rosbel Durán
Sep 19, 2023


📝 Dollar Rises Post-FOMC Meetings With An 80% Hit Rate: UBS Strategy
Over the last five days, the US Treasury lOy yield has sold off 5.6bp, in line with past performance ahead of an FOMC meeting. Since the...

Rosbel Durán
Sep 19, 2023


🏦🔺BoC Seen Delivering Additional 20Bps Of Tightening In 2023: Cable FX Macro
Overnight index swaps increased hawkish bets for further BoC tightening this year after Canada reported higher than expected August...

Rosbel Durán
Sep 19, 2023


💵 🔺Seen Dollar Upside On Thursdays: Cable FX Macro
Updating our dollar daily performance tracker. We have seen a mixed performance through the week as Wednesday and Friday come in flat...

Rosbel Durán
Sep 19, 2023


📝 Broad Inflation Pressures Reaccelerated In August: RBC
Broader inflation pressures showed signs of reaccelerating in August. The BoC's preferred CPI-trim and CPI-median measures rose more than...

Rosbel Durán
Sep 19, 2023


📝Expect BoE to Deliver One Last Rate Hike: Rabobank
The UK was no outlier, with the composite output index dropping to 48.6 from 50.7 in July. This is just below the contraction threshold...

Rosbel Durán
Sep 19, 2023


🇨🇦❗️Cable FX Macro Weekly Note: Canada Aug. Consumer Prices
**As seen in Risk In The Week 09/15/23, subscribe at cablefxm.co.uk/reports Canada headline inflation rebounded in July to 3.3% Y/y from...

Rosbel Durán
Sep 18, 2023


📆Tuesday Session Docket: EU Final CPI, U.S. Housing Starts, Canada CPI
**As seen in Econ Calendar 09/15/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic docket holds Swiss...

Rosbel Durán
Sep 18, 2023


⏰G10FX/USD Traded Heavy On N.A.: Cable FX Macro
**As seen in FX Quotes report 09/15/23, subscribe at cablefxm.co.uk/reports The session performance section in our FX Quotes report...

Rosbel Durán
Sep 18, 2023


❗️ Monetary Conditions Eased On The Week: Cable FX Macro
**As seen in Macro Walk report 09/15/23, subscribe at cablefxm.co.uk/reports Financial conditions eased on the week, an index tracking...

Rosbel Durán
Sep 18, 2023


📝Chinese Yuan Policy Support Lifted The Australian Dollar: Westpac
It is rare for the Chinese yuan to move the most among key Asian currencies over the week, given its movement is limited by the ranges...

Rosbel Durán
Sep 18, 2023


📝SNB to Deliver One Last Policy Rate Hike: UBS
UBS European Economist, Felix Huefner, expects the Swiss National Bank to deliver a final 25bp rate hike on Sept. 21, bringing the policy...

Rosbel Durán
Sep 18, 2023


💵🔺 Dollar Extends Gains From Prior Week: Cable FX Macro
Our own measure of the dollar, the Cable FX Macro Dollar Index, rose on the week by 0.6%. The advance comes after a prior gain of about...

Rosbel Durán
Sep 18, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 09/15/23, subscribe at cablefxm.co.uk/reports Ahead: Canada Inflation Rate U.K. Inflation Rate FOMC...

Rosbel Durán
Sep 16, 2023


📝A 1% Rise In Interest Rates Translates Into 5% Lower Output 12yr After: San Francisco Fed
We specifically assess the effects of an unexpected increase in interest rates by 1%. We then trace the responses of output, labor,...

Rosbel Durán
Sep 15, 2023
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