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📝Core PCE Data Supports A Fed Rate Hike In May: Wells Fargo
Inflation is slowing, but only gradually. The core PCE deflator rose slightly less than expected, up just 0.3% in February, and inflation...

Rosbel Durán
Mar 31, 2023


📊 Swedish Growth Seen Rebounding The Most Into 2024: Cable FX Macro
**As seen in Macro Walk report 03/24/23, subscribe at cablefxm.co.uk/reports The GDP section of the Macro Walk report shows economists...

Rosbel Durán
Mar 31, 2023


🇺🇸Cable FX Macro Weekly Note: U.S. Feb. Core PCE Deflator
**As seen in Risk In The Week report 03/24/23, subscribe at cablefxm.co.uk/reports January Core PCE deflator rebounded as the index...

Rosbel Durán
Mar 31, 2023


🇨🇦Cable FX Macro Weekly Note: Canada January GDP Growth Rate
**As seen in Risk In The Week report 03/24/23, subscribe at cablefxm.co.uk/reports Canadian economy contracted by 0.1% in December after...

Rosbel Durán
Mar 31, 2023


📝 Growth And Inflation Do Not Support A Banxico Pause After March Hike: Scotiabank
As widely expected, Banxico delivered a 25bps hike, to 11.25%. The decision was unanimous by the five board members. Inflation...

Rosbel Durán
Mar 31, 2023


🇪🇺Cable FX Macro Weekly Note: EU Mar. Flash CPI
**As seen in Risk In The Week report 03/24/23, subscribe at cablefxm.co.uk/reports European February inflation showed a final revised...

Rosbel Durán
Mar 31, 2023


📆 Friday Session Docket
**As seen in Eco/Speakers calendar 03/24/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median

Rosbel Durán
Mar 31, 2023


🐍🦅 Mexican Peso Outperforms Oil Currencies: Cable FX Macro
Crude oil futures rose sharply on Monday session, they're posting gains shy of 7.0% this week as they pare losses for the month In the...

Rosbel Durán
Mar 29, 2023


📝 Monthly CPI Indicator Poses Downside Risks to Our Q/q Forecasts: Westpac
Combined the January and February Monthly Indicators represent a significant downside risk to our current forecast for 1.5%qtr increase...

Rosbel Durán
Mar 29, 2023


🔺🔻 Gold Continues to Outperform Since Banking Crisis: Cable FX Macro
Some notable movers since March 14th close. The dollar, measured as the Cable FX Macro Dollar Index, is down by a little over 1.0%, this...

Rosbel Durán
Mar 29, 2023


📝Trade EUR/CHF From The Short Side: UBS Strategy
There seemed constant underlying demand for USDCHF all of Tuesday. While there wasn't a clear catalyst for the move - it looked very much...

Rosbel Durán
Mar 29, 2023


⚖️💹 USD/JPY Catching Up With Treasury Yields: Cable FX Macro
Tuesday session saw dollar-yen contained while the U.S. 2-year yield rose by 8 basis points, rates had been offered since Monday as...

Rosbel Durán
Mar 29, 2023


📆 Wednesday Session Docket
**As seen in Eco/Speakers calendar 03/24/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar sees...

Rosbel Durán
Mar 29, 2023


📝 CTA MXN Positioning Increases For Third Straight Week: UBS Strategy
In G10, CTA strategies continue to favor CHF, holding positioning as net long 83% vs. USD. JPY positioning increased since Thursday, with...

Rosbel Durán
Mar 28, 2023


📝 NZD Tends to Underperform During Recessions: J.P. Morgan Strategy
We have a suite of shorts (NZD, CAD, SEK) but NZD stands out as an attractive selling candidate at current levels. N.Z. GDP was...

Rosbel Durán
Mar 28, 2023


💴🔺 Recommend USD/JPY Short, Target 120.0: Morgan Stanley Strategy
The JPY tends to gain versus the USD when US real rates are falling - either because rates are falling in a benign scenario or a ‘hard...

Rosbel Durán
Mar 28, 2023


🏦📆Central Bank Docket Tuesday Session
**As seen in Speakers Calendar 03/24/23, cablefxm.co.uk/reports Central bank speakers, events ahead

Rosbel Durán
Mar 28, 2023


🇦🇺Cable FX Macro Weekly Note: Australia Retail Sales
**As seen in Risk In The Week report 03/24/23, subscribe at cablefxm.co.uk/reports Australia January retail sales rose by 1.9% M/m vs the...

Rosbel Durán
Mar 27, 2023


📝Hedge Funds Bought EU Banks, Sold U.S. Financials Last Week: UBS Strategy
Equity long/short funds bought back into the European banks (26bp) trade last week, and were heavy buyers of European Financials (68bp),...

Rosbel Durán
Mar 27, 2023


💹USD/JPY Prone to Extend Gains After Japanese End Of FY: Cable FX Macro
This post notes previous performance of USD/JPY rate heading into and after end of Japanese fiscal year. We will not continue without...

Rosbel Durán
Mar 27, 2023
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