top of page
Search


🏦📊 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


📉 Kiwi Close to Matching Record Losing Streak: Cable FX Macro
The NZD/USD spot rate was close to matching is record losing streak of 10 sessions, the last time the kiwi underperformed by this much...

Rosbel Durán
Aug 21, 2023


📈⚖️ Risk & Yields Negative Relationship Remains: Cable FX Macro
U.S. equity benchmarks posted another week of losses, the move came to extend August declines, S&P 500 index is now down 4.8% on the...

Rosbel Durán
Aug 18, 2023


⚠️💱EUR/USD Risk Reversals Fall to Lowest Since April: Cable FX Macro
1m EUR/USD risk reversals saw an increased demand for puts over calls, taking the differential to the lowest since April at 42bps while...

Rosbel Durán
Aug 18, 2023


📅Friday Session Docket
**As seen in Eco Calendar 08/12/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic docket holds U.K. retail...

Rosbel Durán
Aug 17, 2023


⚖️🔺 Treasury Yield Curve Steepens, 30-Year At Highest Since 2011: Cable FX Macro
U.S. Treasury yield curve continues to steepen, Thursday saw the 10-year yield rise by 3.6bps to 4.290%. Both 10-year and 30-year yields...

Rosbel Durán
Aug 17, 2023


📝 Speculation Of MoF FX Intervention Over N.Y. Thursday Session: UBS Strategy
In G10, the main story was in USDJPY in the Thursday New York session where clients speculated over whether the Japanese Ministry of...

Rosbel Durán
Aug 17, 2023


📝 Underlying Deterioration In Labour Market Unlikely to Be Abrupt: NAB
Employment disappointed in July, falling 15k (NAB and Consensus +15k), and the unemployment rate rose 2 tenths to 3.7% (NAB and Consensus...

Rosbel Durán
Aug 16, 2023


📝Low SX7E Vol Seen As Attractive For Directional Trades: Barclays Strategy
For investors who are worried about the assumption of more resilient European economy and/or higher-for-longer rates regime, which is...

Rosbel Durán
Aug 16, 2023


🔺🔻 Commodity FX Extend Moves From 100DMA: Cable FX Macro
**As seen in Macro Walk report 08/12/23, subscribe at cablefxm.co.uk/reports The spot valuation section in our Macro Walk report showed...

Rosbel Durán
Aug 15, 2023


RPT--🏦🇳🇿Cable FX Macro Weekly Note: RBNZ OCR Decision
**As seen in Risk In The Week report 08/12/23, subscribe at cablefxm.co.uk/reports Back in July, the RBNZ held the official cash rate...

Rosbel Durán
Aug 15, 2023


🇬🇧 Cable FX Macro Weekly Note: U.K. July Inflation Rate
**As seen in Risk In The Week report 08/12/23, subscribe at cablefxm.co.uk/reports U.K. headline prices rose by 7.9% Y/y in June vs the...

Rosbel Durán
Aug 15, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 08/12/23, subscribe at cablefxm.co.uk/reports Previewing: Japan GDP Sweden Inflation U.S. Retail...

Rosbel Durán
Aug 15, 2023


🧮 Leveraged Funds Trim Dollar Position, Kiwi And Sterling Longs Built: Cable FX Macro
**As seen in IMM Positioning report 08/12/23, subscribe at cablefxm.co.uk/reports Hedge funds have now pared all bullish bets from the...

Rosbel Durán
Aug 15, 2023


💵🔺 Dollar Rises For 4th Consecutive Week: Cable FX Macro
Our own measure of the dollar against G10 peers rose 1.9% to post its fourth consecutive week of gains, this was the best weekly...

Rosbel Durán
Aug 15, 2023


📝 Raising 20-Year JGB Forecast to 1.5%: MUFG Strategy
We would need to lift the top end of our forecast range for the 20-year yield to 1.50% (= 1.32% + 0.18%), requiring an increase of as...

Rosbel Durán
Aug 15, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. July Retail Sales
**As seen in Risk In The Week report 08/12/23, subscribe at cablefxm.co.uk/reports U.S. June retail sales rose by 0.2% M/m, the metric...

Rosbel Durán
Aug 15, 2023
bottom of page