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📆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


🇪🇺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
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