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📝See USD/ZAR Reaching 20.0 On Soft Sentiment: UBS Strategy
South Africa's government policy continues to confuse, so to remedy, President Cyril Ramaphosa will send a mission to G7 members to...

Rosbel Durán
Jun 1, 2023


🇺🇸❗️ Cable FX Macro Weekly Note: May ISM Manufacturing PMI
**As seen in Risk In The Week report 05/27/23, subscribe at cablefxm.co.uk/reports The April ISM manufacturing PMI rebounded to 47.1 from...

Rosbel Durán
Jun 1, 2023


💶 Yuan Drop Weighs On The Euro: Cable FX Macro
For most of April the euro and the yuan traded independently vs the dollar, this took a short-term correlation coefficient to lowest...

Rosbel Durán
Jun 1, 2023


📆 Thursday Session Docket: Busiest Day Of The Week
**As seen in Eco/Speakers calendar 05/27/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Thursday docket has the...

Rosbel Durán
May 31, 2023


🧮 Leveraged Funds Turned Long AUD, Stretched NZD: Cable FX Macro
**As seen in IMM Positioning report 05/27/23, subscribe at cablefxm.co.uk/reports Volatile positioning data in AUD futures held by...

Rosbel Durán
May 31, 2023


🇪🇺❗️Cable FX Macro Weekly Note: EU May Flash CPI
**As seen in Risk In The Week report 05/27/23, subscribe at cablefxm.co.uk/reports April final consumer prices rose by 7.0% Y/y, this was...

Rosbel Durán
May 31, 2023


📝 Sterling Swap Pricing Unlikely to Be Met: ING Rates Strategy
It is in the UK that the local swap curve is diverging most from the central bank’s message. Swap currently imply another 100bp of...

Rosbel Durán
May 31, 2023


🇨🇦 Cable FX Macro Weekly Note: Canada Q1 GDP Growth Rate
**As seen in Risk In The Week report 05/27/23, subscribe at cablefxm.co.uk/reports The fourth quarter saw Canadian economic output flat...

Rosbel Durán
May 31, 2023


📝April CPI Data Challenges RBA's Disinflation Forecast: NAB
Food inflation showed marginal moderation in y/y terms from 8.1% in March to 7.9% in April. In monthly terms however, broad based price...

Rosbel Durán
May 31, 2023


🇨🇳RPT-Cable FX Macro Weekly Note: China May NBS PMIs
**As seen in Risk In The Week report 05/27/23, subscribe at cablefxm.co.uk/reports *CHINA MAY MANUFACTURING PMI 48.8; EST. 49.5 April...

Rosbel Durán
May 30, 2023


📆 Wednesday Session Docket
**As seen in Eco/Speakers calendar 05/27/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar sees...

Rosbel Durán
May 30, 2023


📝 Expect GDP Softness to Pressure BoC Rate Hike Bets: BMO
We look for the Bank to continue with its conditional pause on June 7, for the third consecutive meeting. A pause was first signalled in...

Rosbel Durán
May 30, 2023


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 05/27/23, subscribe at cablefxm.co.uk/reports Ahead: Non Farm Payrolls China PMIs Eurozone CPI...

Rosbel Durán
May 30, 2023


📝 We Maintain OW View On MXN: J.P. Morgan FX Strategy
We think there is space for the “Fed-pause-relief” to continue for a while, thus favoring carry trades in EM. We are maintaining our...

Rosbel Durán
May 30, 2023


🇦🇺🔻 Australia Terms Of Trade Fall to Lowest Since 2021: Cable FX Macro
**As seen in Macro Walk report 05/27/23, subscribe at cablefxm.co.uk/reports An index tracking Australian terms of trade showed the...

Rosbel Durán
May 30, 2023


🧮 Hedge Funds Increased Bullish Dollar Position: Cable FX Macro
**As seen in IMM Positioning report 05/27/23, subscribe at cablefxm.co.uk/reports The broad dollar cumulative position increased on the...

Rosbel Durán
May 29, 2023


📆 Tuesday Session Docket
**As seen in Eco/Speakers calendar 05/27/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg Survey Median Economic calendar holds...

Rosbel Durán
May 29, 2023


💵🔺Dollar Rises to YTD Highs, Posts Best Week Since September: Cable FX Macro
**As seen in Macro Walk report 05/27/23, subscribe at cablefxm.co.uk/reports Follow our equal weighted index section in the Macro Walk...

Rosbel Durán
May 29, 2023


💹❗️USD/JPY Rally Nears Previous FX Intervention Levels: Cable FX Macro
For most of last year's fourth quarter, the dollar-yen pared gains following a series of FX interventions from the BoJ, and a shift in...

Rosbel Durán
May 29, 2023


⚠️💱FX Front-End Vol Rises On The Week: Cable FX Macro
**As seen in Macro Walk report 05/27/23, subscribe at cablefxm.co.uk/reports Front-end vols rise the most across our watch list, an...

Rosbel Durán
May 28, 2023
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