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📝EUR/USD Move to 1.10 Remains Very Tangible Possibility: ING FX Strategy
We continue to see the Fed as mostly carrying downside risks for the greenback, as the lack of clear communication leaves the door open...

Rosbel Durán
Mar 27, 2023


📊 Negative Inflation Impulse Extends In February: Cable FX Macro
**As seen in Online Tools > Inflation Monitor, subscribe at cablefxm.co.uk/members The Inflation Monitor is found in the Online Tools...

Rosbel Durán
Mar 27, 2023


♻️ Yuan Detached From Global Risk: Cable FX Macro
**As seen in Macro Walk report 03/24/23, subscribe at cablefxm.co.uk/reports The cross-asset correlation section of our most recent Macro...

Rosbel Durán
Mar 27, 2023


🏦📆 Central Bank Docket Monday Session
**As seen in Speakers calendar 03/24/23, cablefxm.co.uk/reports 5 ECB speakers, Fed and RBA ahead

Rosbel Durán
Mar 27, 2023


🧮 Leveraged Fund's Position In Mexican Peso Is Now Short: Cable FX Macro
**As seen in IMM Positioning report 03/24/23, subscribe at cablefxm.co.uk/reports Positioning in Mexican peso futures held by leveraged...

Rosbel Durán
Mar 26, 2023


💶🔺EUR/USD 5-Year Swaps Extend Higher: Cable FX Macro
**As seen in Macro Walk report 03/24/23, subscribe at cablefxm.co.uk/reports EUR-USD 5-year swap spreads extended higher this week, by...

Rosbel Durán
Mar 26, 2023


⚖️❗️Swiss Rates Underperformed, Front-End Up 18Bps: Cable FX Macro
**As seen in Macro Walk report 03/24/23, subscribe at cablefxm.co.uk/reports The front-end of the Swiss yield curve saw the 2-year yield...

Rosbel Durán
Mar 26, 2023


📝 ACGB-UST Spread Fair Value Most Likely Closer to Zero: NAB Strategy
The 10Y ACGB/UST spread has been volatile, but has remained nearer the low end of the trading range. In early March, the spread was...

Rosbel Durán
Mar 26, 2023


📝CAD Screens More Vulnerable to Financial Stress In G10: J.P. Morgan Strategy
Canada has been the only economy to lever up since 2008 on banking as a share of GDP, while the UK has de-levered but still has a large...

Rosbel Durán
Mar 26, 2023


💱G10FX Weekly % Performance: Dollar Trades Mixed
Dollar/G10FX traded mixed, while the Cable FX Macro Dollar Index posted a second week of losses, down 0.9%, the index finished off weekly...

Rosbel Durán
Mar 26, 2023


❗️ Cable FX Macro Dollar Index On The Week
Highlighting some market moving stories on the week The Cable FX Macro Dollar Index finished the week lower by 0.9%, this marked a second...

Rosbel Durán
Mar 25, 2023


📝See Upside Risks to Euribor-€STR Spread: SEB Strategy
In the light of the historical relationship between the Eurosystem excess liquidity and the Euribor vs. €STR spread, 20-30bps spread...

Rosbel Durán
Mar 24, 2023


🏦🇺🇸Desk Commentary: FOMC March Rate Decision
[RPT]03/22/23 ING: Nonetheless, the Fed appears quietly confident the economy won't be heavily disrupted by recent banking sector woes....

Rosbel Durán
Mar 24, 2023


📝First Fed Rate Cut Follows Last Hike By Six Months: ING
Just over two weeks ago, the expectation was that the Fed could be looking to get the Fed funds rate up to 5.5-5.75%, with some...

Rosbel Durán
Mar 24, 2023


⚖️🔻 Dollar Catches Down to Interest Rate Spreads: Cable FX Macro
Last week, we noted the dollar outperformance detaching from a sharp fall in rate spreads. Of course, the safe haven flow supported the...

Rosbel Durán
Mar 23, 2023


💷🔻 Pound Closes Lower On BoE Days: Cable FX Macro
Looking back at a year of Bank of England policy decisions, GBP/USD has ended the day lower every single time. Sterling is known for...

Rosbel Durán
Mar 23, 2023


🏦🇬🇧Cable FX Macro Weekly Note: BoE March Monetary Policy Meeting
**As seen in Risk In The Week report 03/17/23, subscribe at cablefxm.co.uk/reports Back in February, the BoE raised the Bank Rate by...

Rosbel Durán
Mar 23, 2023


🔺Favour Long NOK/SEK At Current Levels: UBS Strategy
The Norges rate decision at 09:00 London this morning is the focus. The theme for the week has been for macro names dipping their toes...

Rosbel Durán
Mar 23, 2023


📆Thursday Session Docket
**As seen in Eco/Speakers calendars 03/17/23, subscribe at cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar sees...

Rosbel Durán
Mar 23, 2023


🏦🇨🇭Cable FX Macro Weekly Note: SNB Q1 Monetary Policy Meeting
**As seen in Risk In The Week report 03/17/23, subscribe at cablefxm.co.uk/reports We’re set to hear from the SNB for the first time this...

Rosbel Durán
Mar 23, 2023
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