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🏦🇺🇸Cable FX Macro Weekly Note: FOMC March Meeting
**As seen in Risk In The Week report 03/17/23, subscribe at cablefxm.co.uk/reports The recent innovations in volatility make the February...

Rosbel Durán
Mar 22, 2023


🔻🔺 Wide Changes In Monetary Conditions Heading Into FOMC: Cable FX Macro
Quick snapshot on weekly changes in U.S. financial conditions, via <.BFCIUS> Recent market commentary has noted a sharp decline in U.S....

Rosbel Durán
Mar 22, 2023


💱🔺Terms Of Trade Continue to Favour AUD Over NZD: Cable FX Macro
A measure of terms of trade constructed by Citi continues to favour Aussie over Kiwi. The index spread corrected from its 2022 highs,...

Rosbel Durán
Mar 22, 2023


📝 BoE Will Want to See More Evidence Before End Of Hiking Cycle: ING
Core CPI is back up at 6.2% (from 5.8% in January), and more importantly shows that the surprise dip in services CPI last month was a...

Rosbel Durán
Mar 22, 2023


📆 Wednesday Session Docket
**As seen in Speakers/Eco Calendar 03/17/23, cablefxm.co.uk/reports Exp = Bloomberg survey median Economic calendar holds U.S. MBA...

Rosbel Durán
Mar 22, 2023


🇬🇧Cable FX Macro Weekly Note: U.K. Feb. Inflation Rate
**As seen in Risk In The Week report 03/17/23, subscribe at cablefxm.co.uk/reports U.K. consumer prices rose by 10.1% Y/y from a prior...

Rosbel Durán
Mar 21, 2023


📊Cable FX Macro February G10FX Composite Model
The Cable FX Macro G10FX Composite Model finished the month posting a -0.9% return, this was off its worst levels. The Carry and...

Rosbel Durán
Mar 21, 2023


🇨🇦Cable FX Macro Weekly Note: Canada February CPI
**As seen in Risk In Week report 03/17/23, subscribe at cablefxm.co.uk/reports Canadian January consumer prices eased to 5.9% Y/y from a...

Rosbel Durán
Mar 21, 2023


📝Long-Term Yields Have Had An Increased Impact In EUR/USD: MUFG
This week saw the largest divergence between spot and our EUR/USD short-term fair-value model since September-2022. This follows bond...

Rosbel Durán
Mar 21, 2023


⏰G10FX Sees Gains Vs USD ASIAPAC, Pulls Back During EU: Cable FX Macro
**As seen in FX Quotes report 03/17/23, subscribe at cablefxm.co.uk/reports The Asian session has seen G10FX gain vs the U.S. dollar, on...

Rosbel Durán
Mar 21, 2023


💱🔻Trend Favored G10FX/JPY Downside: Cable FX Macro
**As seen in FX Quotes report 03/17/23, subscribe at cablefxm.co.uk/reports Looking at the weekly performance in G10FX pairs we note the...

Rosbel Durán
Mar 20, 2023


⚠️💱High-Beta FX / JPY Moving In Line With Vol Gauge: Cable FX Macro
Our measure of high-beta FX is an equal weigted basket of AUD, NZD, CAD vs JPY, the chart below shows the series inverted scale compared...

Rosbel Durán
Mar 20, 2023


📝FOMC March Meeting Seen As A 'Close Call': Wells Fargo
Both SVB and Signature Bank had some unique characteristics that made them particularly susceptible to a bank run. However, the failures...

Rosbel Durán
Mar 20, 2023


🏦📆 Monday Session Central Bank Docket
**As seen in Speakers Calendar 03/17/23, subscribe at cablefxm.co.uk/reports Ahead: we will hear from ECB's Lagarde and Centeno, RBA...

Rosbel Durán
Mar 20, 2023


📝 RBA Set to Pause In April, Deliver Final Rate Hike In May: Westpac
We expect the March quarter report will show core inflation still running at 6.7%yr, down only slightly from 6.9%yr, and that the RBA’s...

Rosbel Durán
Mar 20, 2023


🏦❗️ Global Central Banks Repriced Over Last Week: Cable FX Macro
**As seen in Macro Walk report 03/17/23, subscribe at cablefxm.co.uk/reports The implied rates section of the Macro Walk report noted the...

Rosbel Durán
Mar 19, 2023


🧮 Leveraged Funds Trim NZD Net Long, Remains Stretched: Cable FX Macro
**As seen in IMM Positioning Report 03/17/23, subscribe at cablefxm.co.uk/reports Leveraged funds built net short bets on JPY, CAD turned...

Rosbel Durán
Mar 19, 2023


💱❗️Cable FX Macro FX Quotes Report
**As seen in FX Quotes report 03/17/23, subscribe at cablefxm.co.uk/reports FX Matrix Last Price G10 FX Spot Returns 1-Month 3-Month YTD...

Rosbel Durán
Mar 19, 2023


💶💷We Like Buying EUR/GBP Into BoE: Citi Strategy
We still see upside in EUR/USD, EUR/GBP as well as EUR/CNH over the next three to six months Recent market tensions will gradually...

Rosbel Durán
Mar 19, 2023


💹🔻 Keeping Our USD/JPY Short, Target 129.0: MUFG Strategy
We are maintaining a short USD/JPY trade idea. The JPY has been one of the main beneficiaries so far from the loss of confidence in the...

Rosbel Durán
Mar 19, 2023
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