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📝AUD’s Break With Commodity Prices Might Be Permanent: NAB Strategy
The relationship between commodity prices and the US terms of trade, to which the USD has for the most part been positively correlated...

Rosbel Durán
Apr 16, 2023


📝Cable FX Macro Weekly Note
**As seen in Risk In The Week Report 04/14/23, subscribe at cablefxm.co.uk/reports Ahead: Inflation Week S&P Global Aprip Flash PMIs

Rosbel Durán
Apr 15, 2023


💵🔻Dollar Index Falls 0.8% On The Week: Cable FX Macro
The dollar index fell this week, our measure of the greenback vs the G10 slipped by 0.8%. The dollar finished off weekly lows as it pared...

Rosbel Durán
Apr 15, 2023


📝 Dollar-Mexican Peso Likely to Remain Below 18.0: Commerzbank
Two of the five members of the Mexican central bank's monetary policy council signaled their doubts about the necessity of another rate...

Rosbel Durán
Apr 14, 2023


📝Expect EUR/USD Dips to Be Bought Into 1.0950-70: UBS Strategy
It has been a strong week for EURUSD, driven by weaker US data and a more hawkish European Central Bank, leading the EUR/USD bond spread...

Rosbel Durán
Apr 14, 2023


✈️🇺🇸U.S. Leads Regional Fund Inflows On The Week: Cable FX Macro
The U.S. leads regional fund flows as it receives inflows of $35.3 billion to record a net flow of $14.2 billion. ASIAPAC funds followed,...

Rosbel Durán
Apr 14, 2023


📝U.S. Unsold New Vehicles Rise 70% Y/y, Supply At Highest Since April 2021: UBS Strategy
The total US supply of available unsold new vehicles stood at 1.89 mn units at the end of March, up from a revised 1.80 mn at the end of...

Rosbel Durán
Apr 14, 2023


📝Macro-pru Measures to Prove Less Helpful In SEK and NZD: J.P. Morgan Strategy
Small open economies are by definition more sensitive to import inflation and more exposed to the disinflationary consequences of...

Rosbel Durán
Apr 14, 2023


🇺🇸Cable FX Macro Weekly Note: U.S. March Retail Sales
**As seen in Risk In The Week report 04/07/23, subscribe at cablefxm.co.uk/reports The January rise in retail sales was not sustained as...

Rosbel Durán
Apr 14, 2023


🇸🇪Cable FX Macro Weekly Note: Sweden March CPI
**As Seen in Risk In The Week report 04/07/23, subscribe at cablefxm.co.uk/reports Headline prices accelerated to 12.0% Y/y in February...

Rosbel Durán
Apr 13, 2023


US PRODUCER PRICE INDEX *KEY INSIGHTS*
- US PPI decreased 0.5% in March. - Two thirds of the decline in the Price Index is attributed to final demand of good, that decreased...
David Melo
Apr 13, 2023


📝 USD/JPY Key Vehicle to Express U.S. Recession, Target 120.0: ING FX Strategy
US two-year Treasury yields are now trading around 100bp below the upper end of the Fed funds target – that is a historically deep...

Rosbel Durán
Apr 13, 2023


📝 CTAs Biased to Sell USD vs EUR and CHF: UBS Strategy
CTA signals continue to show a USD selling bias, with EUR positioning signals at this year's highs (net long 100% vs 83% on Tuesday). CHF...

Rosbel Durán
Apr 13, 2023


🇺🇸❗️Monetary Conditions Continue to Ease In The U.S.: Cable FX Macro
**As seen in Macro Walk report 04/07/23, subscribe at cablefxm.co.uk/reports The U.S. Financial Conditions Index compiled by Bloomberg,...

Rosbel Durán
Apr 13, 2023


⏰ Aussie Falls In ASIAPAC, Rises The Most In N.A.: Cable FX Macro
**As seen in FX Quotes report 04/07/23, subscribe at cablefxm.co.uk/reports The session performance section of the FX Quotes report...

Rosbel Durán
Apr 13, 2023


🎈❗️U.S. Inflation Surprise Index Extends Declines In March: Cable FX Macro
**As seen in Online Tools: U.S. Inflation Dashboard > Surprise Index, subscribe at cablefxm.co.uk/reports Our own measure of U.S....

Rosbel Durán
Apr 13, 2023


📝Expect Australia Labour Market to Soften Into H2: Westpac
Total employment gained 53.0k or 0.4% in March following on from a 63.6k gain in February, shifting the three-month average change in...

Rosbel Durán
Apr 13, 2023


📆 Thursday Session Docket
**As seen in Economic/Speakers Calendars 04/07/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Ahead: eurozone...

Rosbel Durán
Apr 13, 2023


AUSTRALIA UNEMPLOYMENT RATE REMAINED AT A NEAR 50-YEAR LOW OF 3.5%
In terms of trend the unenmployment rate remained at 3.57%. There is an increase in employment to 13,883,100 from 13,851,400 giving an...
David Melo
Apr 13, 2023


🇦🇺Cable FX Macro Weekly Note: Australia Labour Market Report
**As seen in Risk In The Week report 04/07/23, subscribe at cablefxm.co.uk/reports The Australian economy added 64.6K jobs in February,...

Rosbel Durán
Apr 12, 2023
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