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📉SEK Effective Exchange Rate Resumes Decline: Cable FX Macro
A measure of the Swedish krona real effective exchange rate constructed by Citi resumed its decline on August, SEK REER nears all-time...

Rosbel Durán
Sep 6, 2023


📝The Bar For Another BoC Rate Hike Has Been Raised: TD
No surprises today as the BoC held the policy rate at 5%. With last week's GDP release showing a contraction in the second quarter, and...

Rosbel Durán
Sep 6, 2023


📝 Gap Between Real Rates Model And Gold Closes: Barclays Strategy
In the past, we showed that changes in the USD/real rates can adequately explain variations in gold prices. Notably, for most of 2023,...

Rosbel Durán
Sep 6, 2023


🏦🇨🇦Cable FX Macro Weekly Note: Bank Of Canada Sept. Rate Decision
**As seen in Risk In The Week report 09/01/23, subscribe at cablefxm.co.uk/reports The benchmark rate was lifted by 25bps to 5.0% last...

Rosbel Durán
Sep 5, 2023


📆 Wednesday Session Docket: BoC Rate Decision, ISM Svcs PMI, EU Retail Sales
**As seen in Eco/Speakers Calendar 09/01/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar sees EU...

Rosbel Durán
Sep 5, 2023


📉Kiwi Fails to Hold Fib Retracement Level, Falls to YTD Lows: Cable FX Macro
The NZD/USD declined by 0.94% on Tuesday session to 0.5883 as the dollar posted broad gains vs majors Kiwi was offered following a...

Rosbel Durán
Sep 5, 2023


⚠️💱Front-End FX Volatility Remains Underpriced: Cable FX Macro
**As seen in Macro Walk report 09/01/23, subscribe at cablefxm.co.uk/reports The volatility section in our Macro Walk report showed...

Rosbel Durán
Sep 5, 2023


📝Like Buying USD/MXN On Dips: UBS Strategy
USDNIXN is opening higher, though for Tuesday it seems more driven by the broader USD strength. That being said, the pair is nearly 50...

Rosbel Durán
Sep 5, 2023


📝Expect Final RBA Rate Hike In November: NAB
With inflation moderating and the RBA able to produce what it has described as a credible forecast return of inflation to target in...

Rosbel Durán
Sep 5, 2023


🏦🇦🇺Cable FX Macro Weekly Note: RBA Cash Rate Decision
**As seen in Risk In The Week report 09/01/23, subscribe at cablefxm.co.uk/reports The Australian central bank left its policy rate...

Rosbel Durán
Sep 4, 2023


🧮 Leveraged Funds Turned Net Long On Canadian Dollar: Cable FX Macro
**As seen in IMM Report 09/01/23, subscribe at cablefxm.co.uk/reports Fast money positioning: Leveraged funds turned net long CAD, CFTC...

Rosbel Durán
Sep 4, 2023


🧭 Cable FX Macro September 2023 Risk Map
**As seen in Monthly Calendar 09/01/23, subscribe at cablefxm.co.uk/reports September key events by week, the busiest days of the month:...

Rosbel Durán
Sep 4, 2023


💵🔻 Dollar Posts Weekly Decline, Pares Most Losses: Cable FX Macro
Our measure of the dollar vs G10 currencies <.RDDXY> posted the first weekly loss in seven. The greenback traded heavy since the...

Rosbel Durán
Sep 3, 2023


📝❗️Cable FX Macro Weekly Note (New: Emerging Market Section)
**As seen in Risk In The Week report 09/01/23, subscribe at cablefxm.co.uk/reports Ahead: RBA Cash Rate Decision BoC O/N Rate Decision...

Rosbel Durán
Sep 1, 2023


📉Risk Declined Across The Board On August, JGBs Most Offered: Cable FX Macro
Risk declined on the month across G10 equity benchmarks, the largest movers were seen in Europe and New Zealand, the latter declined by...

Rosbel Durán
Sep 1, 2023


📝Mexican Peso Positives Remain In Place: ING FX Strategy
It looks like the majority of this hedge unwind will hit the USD/MXN market in September. However, the hedge unwind does nothing to...

Rosbel Durán
Sep 1, 2023


🇺🇸❗️Payrolls Net Revisions Take Circa 40% Of Prior Two Monthly Gains: Cable FX Macro
**As seen in Non Farm Payrolls Dashboard, subscribe at cablefxm.co.uk/reports U.S. August Non Farm Payrolls rose by 187K, this was above...

Rosbel Durán
Sep 1, 2023


RPT--🇺🇸❗️Cable FX Macro Weekly Note: August ISM Mfg PMI
**As seen in Risk In The Week report 08/25/23, subscribe at cablefxm.co.uk/reports We saw an uptick in the U.S. manufacturing gauge, the...

Rosbel Durán
Sep 1, 2023


RPT--🇺🇸❗️Cable FX Macro Weekly Note: August Non Farm Payrolls
**As seen in Risk In The Week report 08/25/23, subscribe at cablefxm.co.uk/reports July Non Farm Payrolls increased by 187K, this came to...

Rosbel Durán
Sep 1, 2023


RPT--🇨🇭Cable FX Macro Weekly Note: Switzerland August CPI
**As seen in Risk In The Week report 08/25/23, subscribe at cablefxm.co.uk/reports Switzerland consumer prices rose by 1.6% Y/y in July,...

Rosbel Durán
Sep 1, 2023
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