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- SFundamental replied May 24, 2023
UK atm - poor PMI and sticky inflation
Fundamental Trading Journal
- SFundamental replied May 24, 2023
That long on Cable into the CPI data was a beat. Sovereign spreads pointed the way,
Fundamental Trading Journal
- SFundamental replied May 12, 2023
Macro view on GU: UK: Poor GDP data, BoE talking about upside risks, although PMIs seem decent US: Poor Cons Sentiment, Fed members seemed hawkish, still have inflation (core matched), NFP improved and obviously concerns about the the debt ceiling ...
Cable Update (GBPUSD)
- SFundamental replied May 10, 2023
I can't see it. And have logged in. Sonia is not really that great anyway. Same with FOMC countdown - I don't rate it. Maybe if they are way out on a hike, you can take advantage.
Cable Update (GBPUSD)
- SFundamental replied May 8, 2023
The other thing is that Frankfurt bought Cable off the POC- so that could be an indication on what London might do. Need to see a change in sentiment. Not seeing that - think that equities starting to look at bit cheap though
Cable Update (GBPUSD)
- SFundamental replied May 8, 2023
Mixed signals for me - Lane due to speak, likely to talk up interest rate hikes. Bloomberg talking about UK traders betting on no interest rate raises by the BOE Makes me think that EURGBP looks cheap. Lets see when London opens - for further ...
Cable Update (GBPUSD)
- SFundamental replied Oct 24, 2022
Think the first time - they could have sold bonds (yields rallied), don't think they did on Friday (yields fell)
Cable Update (GBPUSD)
- SFundamental replied Oct 23, 2022
I did see Jeremy Hunt looking at way to reduce the deficit - big tick in the box.
Cable Update (GBPUSD)
- SFundamental replied Oct 21, 2022
Unless the US gets a dam grip on yields - we are stuffed.
Cable Update (GBPUSD)
- SFundamental replied Oct 20, 2022
Some important things affecting Pound in the UK over the coming weeks New PM shortly PMIs next week for UK and Europe Oct, 31- BoE could be resuming QT and UK fiscal statement (OBR) Nov. 3 quarterly monetary policy and cash rate meeting Nov, 10- ...
Cable Update (GBPUSD)
- SFundamental replied Oct 8, 2022
Next week - all eyes are going to be on US inflation data on Thursday. There was talk of the Fed pivoting from its current trajectory- but recent Fed speakers have quashed that. In last month's print - there was an expectation that CPI should soften ...
Fundamental Trading Journal
- SFundamental replied Oct 7, 2022
Current position US So - NFP data beat expected - but was worse than last month's data. ISM manufacturing is poor, JPLTS disappointed. All the Fed members are still hawkish. ISM services ++ UK 2s10s no longer inverted on the pound. Keep an eye out ...
Fundamental Trading Journal
- SFundamental replied Oct 7, 2022
To be honest - I'm not that good on market/volume profile. So much to know in market profile.
Auction Market Theory and Market Profile
- SFundamental replied Oct 7, 2022
Think everything depends on NFP Europe unable to break yesterday's low was a bullish from today's open Lower NFP estimates has helped Cable. 5 year yield behaving this am as does Gas. 2s10s no longer inverted - in UK Although price seems to be ...
Auction Market Theory and Market Profile
- SFundamental replied Oct 7, 2022
Is there anyway to get delta on the vertical access - rather than horizontal- That way you could see at what levels the aggressive buyers are coming in Also what would be useful - would be if we could see the book similar like bookmap
Auction Market Theory and Market Profile
- SFundamental replied Aug 23, 2022
The fact that Cable and the Euro - are at the bottom of this massive move - and Powell is going to speak at Jackson Hole, makes me think long all day. Plus this PCE coming up - there will be volatility on this- so worth trading. I was reading an ...
Fundamental Trading Journal
- SFundamental replied Aug 23, 2022
There is a view that because Powell screwed up last year at J. Hole - he is not going to do it again. NFP is really strong. Also there is a massive bet on Powell being hawkish Here are the forecasts on interest rates url url We have CPE this ...
Fundamental Trading Journal