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🇪🇺Cable FX Macro Weekly Note: EU April Preliminary CPI
**As seen in Risk In The Week report 04/28/23, subscribe at cablefxm.co.uk/reports April preliminary inflation figures will be released...

Rosbel Durán
May 2, 2023


RPT-🏦🇦🇺Cable FX Macro Weekly Note: RBA May Rate Decision
**As seen in Risk In The Week report 04/28/23, subscribe at cablefxm.co.uk/reports The RBA held rates steady back in early April, the...

Rosbel Durán
May 2, 2023


⚠️💱 Yen Premiums Collapse After BoJ: Cable FX Macro
**As seen in Macro Walk report 04/28/23, subscribe at cablefxm.co.uk/reports Front-end volatility in USD/JPY fell by 1.7 vols to 10.61%,...

Rosbel Durán
May 1, 2023


🧮 Leveraged Funds Build GBP Bullish Bets: Cable FX Macro
**As seen in IMM Positioning Report 04/28/23, subscribe at cablefxm.co.uk/reports Hedge funds increased bullish GBP bets to the highest...

Rosbel Durán
May 1, 2023


❗️📆Cable FX Macro May Key Events Calendar
**As seen in Monthly Key Events 04/28/23, cablefxm.co.uk/reports

Rosbel Durán
May 1, 2023


📝VIX Cross-Asset Rank Falls to Lowest Since March 2022: UBS Strategy
With VIX at 15.0, VIX Cross-Asset Rank fell to 5% on Friday - the lowest since March 2022. This typically suggests that equity volatility...

Rosbel Durán
May 1, 2023


🇺🇸Cable FX Macro Weekly Note: April ISM Manufacturing PMI
**As seen in Risk In The Week report 04/28/23, subscribe at cablefxm.co.uk/reports The March ISM survey resumed declines from previous...

Rosbel Durán
May 1, 2023


📝Cable FX Macro Weekly Note
**As seen in Risk In The Week report 04/28/23, subscribe at cablefxm.co.uk/reports Ahead: U.S. ISM PMIs RBA Cash Rate Decision EU...

Rosbel Durán
May 1, 2023


📝 Fall In 1-Day VIX Shows Macro-Catalysts Are Fading: Barclays Strategy
On the macro front, US economic data have stopped surprising, and have been coming very close to consensus. Tellingly, S&P 1m implied vol...

Rosbel Durán
May 1, 2023


📝 Treasuries Tend to Rally Into U.S. Government Shutdowns: Scotiabank
The FOMC is likely nervous going into developments like the debt ceiling with an x-date of sometime in July or August. The general...

Rosbel Durán
Apr 29, 2023


🇺🇸Cable FX Macro Weekly Note: March Core PCE Deflator
**As seen in Risk In The Week report 04/21/23, subscribe at cablefxm.co.uk/reports The February Core PCE Index eased to 4.6% Y/y from a...

Rosbel Durán
Apr 28, 2023


📝 Expect EUR/JPY to Keep Pushing Towards 150.0: SEB Strategy
Erring on the side of caution, BOJ will likely delay policy normalization as long as possible, in our view. In light of the continued...

Rosbel Durán
Apr 28, 2023


📆Friday Session Docket
**As seen in Economic Calendar 04/21/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median There's more ahead:

Rosbel Durán
Apr 28, 2023


⚖️🔺U.S. Rate Differentials Recover After Data: Cable FX Macro
We are looking at the Cable FX Macro Dollar Spreads Index rising after U.S. data releases. Thursday docket saw Q1 GDP flash estimate,...

Rosbel Durán
Apr 27, 2023


📝China's March Electricity Demand Rises By 5.9%: UBS
China's power usage grew 5.9% in March, faster than the first two months of the year, indicating that the overall recovery of electricity...

Rosbel Durán
Apr 27, 2023


🇺🇸Cable FX Macro Weekly Note: U.S. Q1 GDP Adv. Growth Rate
**As seen in Risk In The Week report 04/21/23, subscribe at cablefxm.co.uk/reports The last revision of fourth quarter U.S. GDP showed...

Rosbel Durán
Apr 27, 2023


📝See Risks Of ECB 50Bps Hike In May: SEB Strategy
As the banking turbulence has calmed down and high inflation remains in focus, the market’s policy rate expectations have increased...

Rosbel Durán
Apr 27, 2023


📆 Thursday Session Docket
**As seen in Eco Calendar 04/21/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg Survey Light central bank docket, we will hear...

Rosbel Durán
Apr 27, 2023


📝Long-Term Yield Gap Irrelevant to USD/JPY: J.P. Morgan FX Strategy
We think the long-term yield gap is not useful for long-term analysis for USD/JPY because the correlation tends to shift often. So, the...

Rosbel Durán
Apr 26, 2023


⚠️💱EUR Front-End Implied Volatility Within Ranges: Cable FX Macro
EUR/USD implied volatility 1w tenor now captures the Federal Reserve May policy decision, next week's docket will also be holding the ECB...

Rosbel Durán
Apr 26, 2023
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