top of page
Search


📝Cable FX Macro Weekly Note
**As seen in Risk In The Week report 03/31/23, subscribe at cableadme.co.uk/reports Ahead: Switzerland Inflation Rate U.S. ISM RBA Cash...

Rosbel Durán
Apr 2, 2023


🧭 Cable FX Macro March Monthly Calendar
**As seen in Monthly Calendar 03/31/23, cablefxm.co.uk/reports

Rosbel Durán
Apr 2, 2023


💱 Dollar Traded Mixed In 1Q 2023: Cable FX Macro
The dollar traded mixed vs its G10 peers during Q1 of 2023. The greenback rebounded from losses in January to outperform during February,...

Rosbel Durán
Apr 1, 2023


📝 Lower Yields And Positioning Could Long Squeeze MXN: UBS Strategy
Banxico raised its key rate by 25bp to 11.25%, as expected. The central bank said risk for inflation is skewed to the upside while...

Rosbel Durán
Mar 31, 2023


📝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
bottom of page