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💱Equal Weighted Dollar Drops 2.1% On Week: Cable FX Macro
**As seen in Macro Walk report 07/14/23, subscribe at cablefxm.co.uk/reports The equal weighted FX index section in our Macro Walk report...

Rosbel Durán
Jul 17, 2023


🧮 Broad Dollar Position Remains Within Range: Cable FX Macro
**As seen in IMM Positioning report 07/14/23, subscribe at cablefxm.co.uk/reports Last week saw the spot FX USD post its worst 5-day...

Rosbel Durán
Jul 17, 2023


🧮 Leveraged Funds Increased Bearish JPY Bets to Highest Since May 2022: Cable FX Macro
**As seen in IMM Positioning Report 07/14/23, subscribe at cablefxm.co.uk/reports Leveraged funds increased bearish bets on the Japanese...

Rosbel Durán
Jul 17, 2023


⚠️💱Front-End Yen Vol Premiums Rise Heading Into BoJ: Cable FX Macro
**As seen in Macro Walk report 07/14/23, subscribe at cablefxm.co.uk/reports Volatility premiums in USD/JPY have now extended above par...

Rosbel Durán
Jul 17, 2023


⚖️🇬🇧 U.K. Gilt Yields Steepened The Most Over Last Month: Cable FX Macro
**As seen in Macro Walk report 07/14/23, subscribe at cablefxm.co.uk/reports Sovereign curves post a mixed performance over the last...

Rosbel Durán
Jul 16, 2023


💴🔺 Closed Our Short USD/JPY Trade After Target Hit: MUFG Strategy
We have closed our short USD/JPY trade recommendation after the target at 138.00 was hit. We recommended a short USD/JPY trade idea last...

Rosbel Durán
Jul 15, 2023


📝 Lower Equity Volatility May Persist Over The Summer: Barclays Strategy
As we approach the half-way mark for 2023, both SX5E and SPX are up -15% year-to-date. While the narrative for US equities in Q2 has been...

Rosbel Durán
Jul 15, 2023


💵❗️Dollar Index Posts Worst Week Since March 2020: Cable FX Macro
The Cable FX Macro Dollar Index <.RDDXY> fell by 4.25% on the week, this was its worst 5-day performance since late March 2020 Losses...

Rosbel Durán
Jul 15, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 07/14/23, subscribe at cablefxm.co.uk/reports Ahead: U.S. Retail Sales Canada Inflation Rate U.K....

Rosbel Durán
Jul 15, 2023


📝 Turkish Lira Likely to Fall to All-Time Lows If CBRT Fails to Deliver: Wells Fargo
Next week, President Erdogan's new economic team will meet again to assess monetary policy, and the expectation is that policymakers will...

Rosbel Durán
Jul 14, 2023


📝Expect June Headline CPIF Rising Faster Than The Riksbank Projection: Handelsbanken
We expect headline CPIF inflation to have edged down somewhat further in June, from 6.7 percent to 6.3 percent, y-o-y, slightly higher...

Rosbel Durán
Jul 13, 2023


🇯🇵 Macro Ranking In Japan Improves: Cable FX Macro
**As seen in Macro Walk report 07/10/23, subscribe at cablefxm.co.uk/reports We have seen a notable positive change in Japan's...

Rosbel Durán
Jul 13, 2023


💴 Recommend Short USD Vs JPY Trade Ahead Of BoJ: Nomura
Recommend going short USD vs JPY heading into BoJ July monetary policy meeting Market expectations of a YCC policy tweak will boost the...

Rosbel Durán
Jul 13, 2023


📝PPI Data Points to Further Slowdown In CPI: UBS
US PPI headline inflation in June was 0.1% Y/y and against a forecast 0.2%. Core PPI, excluding food and energy, were also up 0.1%....

Rosbel Durán
Jul 13, 2023


🇸🇪Cable FX Macro Weekly Note: Sweden June Consumer Prices
**As seen in Risk In The Week report 07/09/23, subscribe at cablefxm.co.uk/reports May underlying inflation eased to 6.7% Y/y from the...

Rosbel Durán
Jul 13, 2023


❗️🔻Dollar Index Posts A Two Sigma Day: Cable FX Macro
Our own measure of the dollar vs G10 peers, the Cable FX Macro Dollar Index, is set to post a daily loss of 2.0% after U.S. CPI data...

Rosbel Durán
Jul 12, 2023


🔺 Swiss Franc Reaches Highest Level Since SNB Peg Scrap: Cable FX Macro
From a performance rank viewpoint, the CHF is the second-best performer on the day, up 1.41% or 130p to the dollar at 0.83704, franc sees...

Rosbel Durán
Jul 12, 2023


📝 Continue to Expect RBNZ 25Bps Hike In November: ANZ
Our OCR forecast remains unchanged: we’ve been clear we don’t expect the RBNZ or the market to come around to our view that more is...

Rosbel Durán
Jul 12, 2023


♻️ Yuan Is Now Detached From Risk, Not Rates: Cable FX Macro
**As seen in Macro Walk report 07/10/23, subscribe at cablefxm.co.uk/reports The cross-asset correlations section in our Macro Walk...

Rosbel Durán
Jul 12, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. June Consumer Prices
**As seen in Risk In The Week report 07/09/23, subscribe at cablefxm.co.uk/reports May headline consumer prices in the U.S. eased to 4.0%...

Rosbel Durán
Jul 11, 2023
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