top of page
Search


⚖️💱Currency Rates Were Sensible to Nominal Yields On The Week: Cable FX Macro
**As seen in FX Quotes report 08/25/23, subscribe at cablefxm.co.uk/reports We recently posted on dollar trading heavy vs peers as it...

Rosbel Durán
Aug 31, 2023


📝 Large CNH Adjustments Tend to Spill Over to EUR: J.P. Morgan FX Strategy
Focus on China has intensified as growth including credit cre- ation weakened further, PBoC unexpectedly cut rates and housing sector...

Rosbel Durán
Aug 31, 2023


📰 China Bankruptcies Stories Surged to Highest On Weekly Record: Cable FX Macro
On a weekly basis, Chinese bankruptcy stories rose to the highest level on record, according to data compiled by Bloomberg We had seen...

Rosbel Durán
Aug 31, 2023


⚖️🔻 Dollar Dragged Lower By Yield Differentials: Cable FX Macro
We're looking at our own dollar and rate differential indexes. The USD Spreads Index is measuring dollar front-end yields vs G10 peers,...

Rosbel Durán
Aug 31, 2023


📆Thursday Session Docket: EU Flash CPI, U.S. Core PCE Deflator, ECB & Fed Speakers
**As seen in Eco Cal/Speakers calendar 08/25/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar...

Rosbel Durán
Aug 30, 2023


🇪🇺❗️Cable FX Macro Weekly Note: EU August Flash CPI
July headline consumer prices came in line with market expectations at 5.3% Y/y, this was unchanged from the prior. The core figure is...

Rosbel Durán
Aug 30, 2023


📝Banxico Will Probably Cut Rates Faster And Sooner Than Market Pricing: UBS Strategy
Mexican inflation steadily heading lower; the central bank rate is very restrictive and the peso is very strong. Meanwhile, central banks...

Rosbel Durán
Aug 30, 2023


🎈Aussie Softness In Line With Macro Sentiment: Cable FX Macro
**As seen in Macro Walk report 08/25/23, subscribe at cablefxm.co.uk/reports The Economic Surprise section in our Macro Walk report has...

Rosbel Durán
Aug 30, 2023


💵🔺Dollar Tends to Rise During On Svcs Sector Outperformance: Cable FX Macro
Using our own measure of the dollar vs G10FX, the Cable FX Macro Index <.RDDXY>, we found a historical appreciation of the greenback as...

Rosbel Durán
Aug 30, 2023


🔺Volatility Factor Leads August Performance: Cable FX Macro
Our volatility factor extended gains on the month, the basket has led performance on a month-to-date basis as of Friday 25th The August...

Rosbel Durán
Aug 30, 2023


📝 Nominal Yields Approaching Negative Rates-Equity Correlation Levels: Barclays Strategy
Recent research showed that higher rates start becoming a headwind for equity prices only when 10y Treasury yields increase beyond 5%,...

Rosbel Durán
Aug 30, 2023


📝Model Shows China "Hard Landing" Having Larger Impact On EU, Japan: Wells Fargo
This week, we published a report in which we employed the global economy model of Oxford Economics to analyze the potential impacts of a...

Rosbel Durán
Aug 29, 2023


🇨🇳❗️Cable FX Macro Weekly Note: China August Mfg PMI
**As seen in Risk In The Week report 08/25/23, subscribe at cablefxm.co.uk/reports The China July manufacturing sector gauge rebounded to...

Rosbel Durán
Aug 29, 2023


📆 Wednesday Session Docket: Busiest Day This Week
**As seen in Eco Cal 08/25/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic docket holds EU consumer...

Rosbel Durán
Aug 29, 2023


⏰G10FX Sees Sharpest Losses During NA Session, EU Session As Most Volatile: Cable FX Macro
**As seen in FX Quotes report 08/25/23, subscribe at cablefxm.co.uk/reports The session performance section in our FX Quotes report found...

Rosbel Durán
Aug 28, 2023


🧮 Leveraged Funds Most Bearish On USD Since July 2021: Cable FX Macro
**As seen in IMM Positioning report 08/25/23, subscribe at cablefxm.co.uk/reports CFTC data showed fast money players building on their...

Rosbel Durán
Aug 28, 2023


⚖️🔺Dollar Rises As Treasury Curve Twist Flattens: Cable FX Macro
**As seen in Macro Walk report 08/25/23, subscribe at cablefxm.co.uk/reports The dollar extended gains for a sixth consecutive week to...

Rosbel Durán
Aug 28, 2023


💵Dollar Posts Stronger Sessions Into The Weekend: Cable FX Macro
Calculation for dollar performance uses <.RDDXY> Cable FX Macro Dollar Index, our index is composed by USD/G10FX spot rates Looking at a...

Rosbel Durán
Aug 27, 2023


🏦📊First Fed Rate Cut Moved Forward to July: Cable FX Macro
**As seen in Macro Walk report 08/25/23, subscribe at cablefxm.co.uk/reports The Implied Rates section in our Macro Walk report sees the...

Rosbel Durán
Aug 26, 2023


📆Week Ahead: Non Farm Payrolls, Core PCE Deflator, EU CPI
**As seen in Econ Calendar 08/25/23, subscribe at cablefxm.co.uk/reports The docket sees Wednesday as busiest day next week, Friday...

Rosbel Durán
Aug 26, 2023
bottom of page