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📝See EUR/USD Falling Towards 1.06 In H2: Rabobank
Given that further ECB rate hikes are already priced in, reasons to buy the EUR may be running dry. In our view, EUR/USD may be in the...

Rosbel Durán
May 10, 2023


RPT-🇳🇴Cable FX Macro Weekly Note: Norway April Consumer Prices
**As seen in Risk In The Week report 05/06/23, subscribe at cablefxm.co.uk/reports March headline inflation accelerated to 6.2% Y/y from...

Rosbel Durán
May 10, 2023


📝 Consider Tail Risk for BoE Doves Rate Cut Vote In May: ING
The final wild card comes from the vote split. Last time we saw seven members vote for a 25bp hike and two for no change. There’s...

Rosbel Durán
May 9, 2023


🎈GBP Leads Upside Surprises In G10: Cable FX Macro
**As seen in Macro Walk report 05/06/23, subscribe at cablefxm.co.uk/reports GBP Citi Economic Surprise Index continues to lead the G10,...

Rosbel Durán
May 9, 2023


🧮 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
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