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📝 Tight Labour Market to Test The BoE: RBC
As expected, the BoE reverted to a 50 bp hike in December following November’s one-off 75 bp increase. Unlike the Fed and ECB, the BoE...

Rosbel Durán
Jan 18, 2023


📆 Wednesday Session Docket: Busiest Day This Week
**As seen in Eco/Speakers Calendar 01/13/22, cablefxm.co.uk/reports Exp = Bloomberg survey median In economic docket, we will see...

Rosbel Durán
Jan 18, 2023


🇬🇧Cable FX Macro Weekly Note: U.K. December CPI
**As seen in Risk In The Week report 01/13/22, subscribe at cablefxm.co.uk/reports Headline U.K. prices eased in November to 10.7% Y/y...

Rosbel Durán
Jan 17, 2023


💹USD/JPY Overnight Volatility Rises to Highest Since 2016: Cable FX Macro
Demand in options market for the dollar-yen cross sent O/N volatility to the highest since 2016 at 50.36% as market participants...

Rosbel Durán
Jan 17, 2023


🧮 Leveraged Funds Trim Yen Net Short to Lowest Since February: Cable FX Macro
**As seen in IMM Positioning report 01/13/22, cablefxm.co.uk/reports This week, the CFTC data showed the largest changes in % of open...

Rosbel Durán
Jan 17, 2023


❗️U.S. Financial Conditions Index Turns Positive: Cable FX Macro
**As seen in Macro Walk report 01/13/22, subscribe at cablefxm.co.uk/reports A gauge of monetary conditions in the U.S. turned positive...

Rosbel Durán
Jan 17, 2023


🏦📊 Fed Hiking Bets Continue to Be Trimmed: Cable FX Macro
**As seen in Macro Walk report 01/13/22, subscribe at cablefxm.co.uk/reports Fed hiking were trimmed last week as we received the...

Rosbel Durán
Jan 16, 2023


⚠️Rates, FX Vol Not Following Through Equity Measures: Cable FX Macro
Measures of FX and rates implied volatility are not following equity gauges to the downside as the VIX hits a 1-year low of 18.35 on...

Rosbel Durán
Jan 16, 2023


📝Cable FX Macro Weekly Note
**As seen in Risk In The Week report 01/13/22, subscribe at cablefxm.co.uk/reports

Rosbel Durán
Jan 16, 2023


📝 Growth Rotation Away From U.S. Is Top Trading Theme : J.P. Morgan
Regional growth rotation away from the US and greater differentiation with high beta FX are the top trading themes in our view. U.S....

Rosbel Durán
Jan 15, 2023


📝 Revising Eurozone Inflation Forecast Lower On Energy Outlook: Morgan Stanley
Updating eurozone headline HICP inflation forecast to 5.4% y/y in 2023 from 6.4% y/y, with core unchanged at 3.6% y/y, update is driven...

Rosbel Durán
Jan 14, 2023


📝 Put/Cal Ratio 5d MA Remains High At 90th Percentile: Deutsche Bank
The put/call volume ratio touched a record high in the final week of 2022, but has declined sharply this week, mainly as put volumes...

Rosbel Durán
Jan 14, 2023


💱G10FX % Performance: Yen Extends Resumes Rally
Last week, G10 peers posted losses to the Japanese yen. Different to previous weeks of JPY strength, this time no currency in the group...

Rosbel Durán
Jan 14, 2023


🚧🔻Dollar Sensitivity to Equity Benchmark Rises: Cable FX Macro
Dollar measured by the Cable FX Macro Dollar Index <.RDDXY> has increased its sensitivity to equity benchmark performance. The historical...

Rosbel Durán
Jan 14, 2023


❗️ Inflation Peaks In G10 Countries Except Sweden: Cable FX Macro
We have recently seen inflation figures from a number of G10 countries showing signs of peaking as they extend slowdown. Eurozone and...

Rosbel Durán
Jan 13, 2023


💶📈Euro Trade Weighted Index Now Above Feb. 2022 Levels: Cable FX Macro
A measure of trade weighted euro compiled by Deutsche Bank is showing the common currency trading above its February 2022 levels, when...

Rosbel Durán
Jan 13, 2023


📝Professional Forecasters Overshoot Rates By 50Bps On Avg.: St. Louis Fed
Actual values of real GDP growth were within this range of forecasts less than half the time (46.7%). This may seem like poor...

Rosbel Durán
Jan 12, 2023


📆 Thursday Session Docket
**As seen in Eco/Speakers Calendar 01/07/22, cablefxm.co.uk/reports Exp = Bloomberg survey median Economic docket sees U.S. consumer...

Rosbel Durán
Jan 12, 2023


🇺🇸❗️Cable FX Macro Weekly Note: U.S. December CPI
**As seen in Risk In The Week report 01/07/23, subscribe at cablefxm.co.uk/reports **Analyze economic estimates for this release at...

Rosbel Durán
Jan 11, 2023


⚠️ Dollar Overnight Volatility At Highest Since Pre-Nov. CPI Report : Cable FX Macro
Dollar O/N volatility reached a 52-week high last month as we headed into the Nov. CPI report, vol index reached 20.89% The measure of...

Rosbel Durán
Jan 11, 2023
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