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📝ECB: Model Shows Central Bank Communication Drove EUR/USD Lower
What central banks say can influence prices on financial markets and, ultimately, how the economy evolves. That makes communication an...

Rosbel Durán
Aug 26, 2023


📝BRICS to Make Up For Almost 42% Of Global Crude Output: ING
The recently-announced news that a handful of countries, including Saudi Arabia, the UAE and Iran have been invited to join BRICS...

Rosbel Durán
Aug 26, 2023


❗️💵Dollar Posts Sixth Consecutive Week Of Gains: Cable FX Macro
Our own measure of the dollar, the Cable FX Macro Dollar Index <.RDDXY>, rose for a sixth consecutive week and is posting its longest...

Rosbel Durán
Aug 26, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 08/25/23, subscribe at cablefxm.co.uk/reports Ahead: Non Farm Payrolls Farm Payrolls China PMIs...

Rosbel Durán
Aug 25, 2023


⚠️💹Dollar/Yen Vol Premiums Remain Above Par: Cable FX Macro
USD/JPY volatility premium in the 1w tenor is holding above par as implieds tick at 8.82%,however, the move comes after realized...

Rosbel Durán
Aug 25, 2023


📝Fed Chair Powell Delivered Hawkish Message At Jackson Hole: UBS
Fed Chair Jerome Powell has delivered a hawkish message in his speech at the Jackson Hole Economic Symposium. Powell said the Fed is...

Rosbel Durán
Aug 25, 2023


🏦📆 Friday Session Central Bank Docket
**As seen in Speakers Calendar, you can receive a copy by subscribing at cablefxm.co.uk/reports Speakers coming ahead:

Rosbel Durán
Aug 25, 2023


📝CTA Positioning Could Send JPY 10Y Swap Back to 1.0%: J.P. Morgan
Overseas speculative players are looking persistently bearish on JGBs. Selloffs in overseas bonds are a tailwind here, with...

Rosbel Durán
Aug 25, 2023


⚖️🔺Dollar Rate Differentials Rise to Near YTD Highs: Cable FX Macro
Our own measure of dollar interest rate differentials, the Cable FX Macro USD Spreads Index <.RDDXYIR>, is rising and close to matching...

Rosbel Durán
Aug 24, 2023


📝ECB Should Skip The September Meeting, Assess Recent Data: UBS Strategy
August's flash PMIs were alarming for two reasons. First, the further deteriorating of the manufacturing sector, with businesses...

Rosbel Durán
Aug 24, 2023


⚠️💱G10FX Sensibility to Vol Benchmark Rises: Cable FX Macro
Our monthly update on G10FX beta to the volatility benchmark showed an increase of sensibility across the group, the dollar is no longer...

Rosbel Durán
Aug 24, 2023


🏦🇺🇸Atlanta Fed GDPNow Forecast Rises to Highest In More Than A Year: Cable FX Macro
The Atlanta Fed GDPNow real GDP growth forecast increased its Q3 projection to 5.91% from the prior 5.76%, the revision comes after the...

Rosbel Durán
Aug 24, 2023


📝 Iran Has Increased Crude Output to Highest Since 2018: ING Strategy
Fundamentally, the outlook for the market is still constructive with large deficits to persist for the remainder of the year. However,...

Rosbel Durán
Aug 23, 2023


📝 Recommend Selling NKY Futures As China Proxy Hedge: J.P. Morgan
The risk-off move in Japan equities remains in force today (August 18). The Nikkei 225 is so far narrowly holding at around 31,500, but...

Rosbel Durán
Aug 23, 2023


📊U.S. Composite PMI Holding Relatively Better: Cable FX Macro
Looking at S&P Global PMI composite readings, the U.S. is the only country holding above the 50.0 threshold, August preliminary data...

Rosbel Durán
Aug 23, 2023


🎈U.S. Economic Surprises Hold Near 2-Year Highs: Cable FX Macro
**As seen in Macro Walk report 08/20/23, subscribe at cablefxm.co.uk/reports The economic surprise section in our Macro Walk report...

Rosbel Durán
Aug 23, 2023


🏦📊 Fed Hawkish Bets Increased From A Month Ago: Cable FX Macro
**As seen in Macro Walk report 08/20/23, subscribe at cablefxm.co.uk/reports The implied rates section in our Macro Walk report shows an...

Rosbel Durán
Aug 23, 2023


🔻 Switzerland Stands Out As Prices Rise Below Central Bank Target: Cable FX Macro
**As seen in Macro Walk report 08/20/23, subscribe at cablefxm.co.uk/reports We have had our G10 inflation monitor updated for July, the...

Rosbel Durán
Aug 22, 2023


📝 See EUR/USD Moving Back to On A 6-Month View: Rabobank
The ‘higher for longer’ interest rate theme has not been far from the market’s mind all year. For much of 2023 the market has been...

Rosbel Durán
Aug 22, 2023


🇺🇸❗️ Inflation Is Closely Following The 1970s Pattern: Cable FX Macro
We're heading into the Jackson Hole Symposium and desks have started to bring colour on what could the Fed Chair say regarding prices and...

Rosbel Durán
Aug 21, 2023
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