Oil: demand unchanged at 205EJ/107.5mbd, +12EJ/7.1mbd vs. 2019; supply reduced to 198EJ/104.1mbd (prev. 202EJ/106.0mbd),+7EJ/4.5mbd vs....

We remain comfortable with our 4% inflation forecast by year’s end with no need for any further increases in the cash rate. Markets are...

**As seen in Risk In The Week report 05/27/23, subscribe at cablefxm.co.uk/reports U.S. employment figures saw an addition of 253K jobs...

May notches the seventh straight month of contraction for the bellwether ISM, a run that is rarely seen outside of recession. That said,...

South Africa's government policy continues to confuse, so to remedy, President Cyril Ramaphosa will send a mission to G7 members to...

**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...

For most of April the euro and the yuan traded independently vs the dollar, this took a short-term correlation coefficient to lowest...

**As seen in Eco/Speakers calendar 05/27/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Thursday docket has the...

**As seen in IMM Positioning report 05/27/23, subscribe at cablefxm.co.uk/reports Volatile positioning data in AUD futures held by...

**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...

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...

**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...

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...

**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...

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

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...

**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...

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...

**As seen in Macro Walk report 05/27/23, subscribe at cablefxm.co.uk/reports An index tracking Australian terms of trade showed the...

**As seen in IMM Positioning report 05/27/23, subscribe at cablefxm.co.uk/reports The broad dollar cumulative position increased on the...