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🧮 Leveraged Funds Build Net Longs On Antipodes: Cable FX Macro
**As seen in IMM Positioning report 05/06/23, subscribe at cablefxm.co.uk/reports Leveraged funds built net long positions in antipodes,...

Rosbel Durán
May 9, 2023


🧮❗️Core Inflation Is Expected to Ease In April: Cable FX Macro
**As seen in Online Tools>Inflation Dashboard, subscribe at cablefxm.co.uk/reports 29 out of 51 estimates see headline inflation...

Rosbel Durán
May 9, 2023


📝Seen Upside Risks to April CPI: UBS Strategy
UBS Economist's Alan Detmeister sees a headline increase (46bp seasonally adjusted, BBG consensus at 40bp, swaps at roughly 40bp on a...

Rosbel Durán
May 9, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. Non Farm Payrolls
**As seen in Risk In The Week report 04/28/23, subscribe at cablefxm.co.uk/reports The March Non Farm Payrolls headline saw an addition...

Rosbel Durán
May 5, 2023


🎈🇺🇸 U.S. Labour Market Continues to Top Estimates: Cable FX Macro
We have seen a Bloomberg U.S. economic surprise index rise to positive readings over the last couple of weeks, it now stands at the...

Rosbel Durán
May 5, 2023


📆Friday Session Docket
**As seen in Eco/Speakers calendars 04/28/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar sees...

Rosbel Durán
May 5, 2023


🎈🔺Positive Q1 Earnings Surprises Beat Previous Quarters: Cable FX Macro
About 85% of the S&P 500 has reported earnings for the first quarter of 2023 Expected growth and EPS have slowed from Q4, the latter is...

Rosbel Durán
May 5, 2023


🏦🇪🇺Desk Commentary: ECB May Rate Decision
HSBC: The European Central Bank's moving to a smaller interest-rate rise of 25 basis points on Thursday from 50 basis points previously...

Rosbel Durán
May 4, 2023


🏦🇺🇸 Desk Commentary: May FOMC Meeting
UBS: The market thinks the Fed has concluded the tightening process and the next move will be a cut (fully priced by September, or in...

Rosbel Durán
May 4, 2023


🏦🇪🇺 Cable FX Macro Weekly Note: ECB May Rate Decision
**As seen in Risk In The Week report 04/28/23, subscribe at cablefxm.co.uk/reports The ECB lifted rates by 50 basis points back in March,...

Rosbel Durán
May 4, 2023


⚠️💵USD Boll Bandwidth Narrows to Lowest In More Than A Year: Cable FX Macro
We have seen a measure of the dollar against its largest economic partners trade in range as we headed into the FOMC and April Non Farm...

Rosbel Durán
May 4, 2023


📝 Expect Further Banxico Tightening to Support Peso: Scotiabank
The Mexican peso (MXN) remains the best-performing major currency against the USD so far in 2023, with an 8.3% gain (at writing). The MXN...

Rosbel Durán
May 4, 2023


📆❗️ Thursday Session Docket
**As seen in Eco/Speakers calendars 04/28/23, cablefxm.co.uk/reports Exp = Bloomberg survey median The economic calendar sees Sweden,...

Rosbel Durán
May 3, 2023


📝 Resilient Services Demand Could Keep Inflation Sticky: BMO
The U.S. ISM services PMI unexpectedly climbed 0.7 points to 51.9 in April, holding firmly in expansionary terrain. That was better than...

Rosbel Durán
May 3, 2023


🏦❗️Cable FX Macro Weekly Note: FOMC May Meeting
**As seen in Risk In The Week report 04/28/23, subscribe at cablefxm.co.uk/reports Back in March, the Fed raised the benchmark rate by 25...

Rosbel Durán
May 3, 2023


📝 EUR/USD Could Be Trading In A 1.10-1.15 Range: NAB Strategy
With the ECB on Thursday discussing a 25bp or 50bp hike (we believe it will decide on 25bps) the language from the meeting, that there is...

Rosbel Durán
May 3, 2023


📆Wednesday Session Docket: FOMC Day
**As seen in Eco Calendar 04/28/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar holds euro area...

Rosbel Durán
May 3, 2023


📝 EU April Flash CPI Strengthens Our Call For A 25Bp Hike: ING
Even if headline inflation has come down and will come down further, this is not yet the moment of relief. The ECB doesn’t want to repeat...

Rosbel Durán
May 2, 2023


⚠️💱Dollar-Volatility Spread Widens By 2-Standard Deviations: Cable FX Macro
The spread between the Cable FX Macro Dollar Index and a dollar implied vol index constructed by Bloomberg has widened to the highest...

Rosbel Durán
May 2, 2023


📝Buy EUR On Dips As ECB Might Be Underpriced: UBS Strategy
EURUSD has been hovering around 1.10 over the last few sessions and the pair seems to be waiting for a bit more guidance. There is plenty...

Rosbel Durán
May 2, 2023
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