top of page
Search


📆Wednesday Session Docket
**As seen in Eco Calendar 07/28/23, subscribe at cablefxm.co.uk/reports *Exp = Bloomberg survey median Ahead, economic calendar holds...

Rosbel Durán
Aug 1, 2023


🔻🔺S&P 500 Index Leads G10 Equity Markets In July: Cable FX Macro
Quick snapshot to global market movers in July. The S&P 500 Index led equity markets on the month, the benchmark posted gains of 4.1% The...

Rosbel Durán
Aug 1, 2023


🧮 Leveraged Funds Built Aussie Bearish Bets Into RBA: Cable FX Macro
**As seen in IMM Positioning report, subscribe at cablefxm.co.uk/reports CFTC data captured leveraged funds turning net short in AUD...

Rosbel Durán
Aug 1, 2023


🏦🇦🇺Cable FX Macro Weekly Note: RBA August Cash Rate Decision
**As seen in Risk In The Week report 07/28/23, subscribe at cablefxm.co.uk/reports The RBA held its Cash Rate unchanged at 4.1% as seen...

Rosbel Durán
Jul 31, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 07/28/23, subscribe at cablefxm.co.uk/reports Ahead: Eurozone Inflation RBA Cash Rate ISM Mfg PMI...

Rosbel Durán
Jul 31, 2023


🧮 Broad Dollar Position Falls to Lowest Since March: Cable FX Macro
**As seen in IMM Positioning report 07/28/23, subscribe at cablefxm.co.uk/reports Our own measure of the broad dollar position using CFTC...

Rosbel Durán
Jul 31, 2023


🏦📊 Market Starts Pricing First Fed Rate Cut By May: Cable FX Macro
**As seen in Macro Walk report 07/28/23, subscribe at cablefxm.co.uk/reports We recently heard from the FOMC as it raised its policy rate...

Rosbel Durán
Jul 31, 2023


🐍🦅 Mexican Peso Posts 7th Straight Month Of Gains: Cable FX Macro
The Mexican peso spot rate rose 2.3% to the dollar in July, this was the seventh straight month of gains for the peso, which comes to...

Rosbel Durán
Jul 31, 2023


⚖️🇩🇪Bund Curve Twist Steepens On The Week, 2s10s Rises 10.0Bps On Month: Cable FX Macro
**As seen in Macro Walk report 07/28/23, subscribe at cablefxm.co.uk/reports Twist steepening seen this week in the Bund curve as...

Rosbel Durán
Jul 31, 2023


🇪🇺❗️Cable FX Macro Weekly Note: Eurozone July Preliminary CPI
**As seen in Macro Walk report 07/28/23, subscribe at cablefxm.co.uk/reports Eurozone consumer prices eased to 5.5% Y/y from the prior...

Rosbel Durán
Jul 31, 2023


🇺🇸❗️Cable FX Macro Weekly Note: ISM July Manufacturing PMI
**As seen in Risk In The Week report 07/28/23, subscribe at cablefxm.co.uk/reports ISM Manufacturing survey extended declines in June,...

Rosbel Durán
Jul 29, 2023


🏦🇯🇵Desk Commentary: BoJ July Monetary Policy Decision
Commerzbank: Eurozone government bond yields rise after the Bank of Japan introduced yield curve control with greater flexibility,...

Rosbel Durán
Jul 28, 2023


🎈U.S. Inflation Surprise Index Dips to Lowest In More Than Three Years: Cable FX Macro
**As seen in U.S. Inflation Dashboard, subscribe at cablefxm.co.uk/reports Our own measure of U.S. inflation surprises fell by 50 index...

Rosbel Durán
Jul 28, 2023


📝 Equity Inflation Trades Have More Room to Run: UBS Strategy
Macro Equity Navigator: August tends to see sharp gaps higher in volatility. I see well-owned long positions most at risk. Inflation...

Rosbel Durán
Jul 28, 2023


🏦🇪🇺 Desk Commentary: ECB July Monetary Policy Decision
UBS: The guidance on policy states it is a data-dependent outlook. There's no direct indication of more hikes to come, or a way to go....

Rosbel Durán
Jul 27, 2023


📝Market Is Pricing A YCC Tweak, USD/JPY Decline Likely Limited: UBS Strategy
At 2am Tokyo, the Nikkei electronic edition reported that the Bank of Japan would discuss yield curve control tweak to allow rates over...

Rosbel Durán
Jul 27, 2023


📝YCC Policy Revision to Entail A 2% Decline In Corporate Earnings: J.P. Morgan Strategy
According to a Bloomberg survey on July 20, the market sees the possibility of a change in YCC being 18% in July, 10% in September, and...

Rosbel Durán
Jul 27, 2023


🏦🇯🇵Cable FX Macro Weekly Note: BoJ July Monetary Policy Meeting
**As seen in Risk In The Week report 07/23/23, subscribe at cablefxm.co.uk/reports The Bank of Japan has kept monetary policy unchanged...

Rosbel Durán
Jul 27, 2023


🎈 Dollar Trades Detached From Growth: Cable FX Macro
The dollar is paring losses on Thursday session, last up 0.6% on the day, this has sent our own measure of the greenback to trade with...

Rosbel Durán
Jul 27, 2023


🏦🇺🇸Desk Commentary: FOMC July Monetary Policy Decision
TD Securities: Although the Fed gave itself extra time to assess whether the economy would turn under the weight of 500 basis points in...

Rosbel Durán
Jul 26, 2023
bottom of page