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📝BoJ Set to Pause In May On Trade Risks: ING
We have trimmed our GDP forecasts for Japan and changed our BoJ rate hike outlook. The frontloading of Japanese vehicles and machinery...
Rosbel Durán
2 days ago

📝 G10FX Flows In Line With Typical Risk-Off Moves: UBS Strategy
USD flows were mixed last week. Hedge funds sold USD into the reciprocal tariffs announcement last Wednesday and the selling continued on...
Rosbel Durán
2 days ago

💵🔻Dollar Records +3 Sigma Day: Cable FX Macro
Thursday session goes to the history books, the magnitude of change in the dollar index and USTs has been seen rarely. The return profile...
Rosbel Durán
6 days ago

🐍🦅Mexican Peso Outperforms Tariff Risk Off Session: Cable FX Macro
*As seen in Online Tools > Chart Grid, subscribe at cablefxm.co.uk Puzzling price action on cross-assets have pushed desks to write...
Rosbel Durán
6 days ago

📝Faster Tokyo CPI Increases Odds Of BoJ May Rate Hike: ING
Tokyo's consumer price index (CPI) inflation unexpectedly accelerated to 2.9% year on year in March from a revised 2.8% in February,...
Rosbel Durán
Mar 28

📝Entered Long EUR/CHF: J.P. Morgan Strategy
We enter a EUR/CHF EUR/GBP dual digital to take advantage of top down and bottom up themes in European regional FX. At the top down...
Rosbel Durán
Mar 28

🏦🇲🇽Cable FX Macro Weekly Note: Banxico March Rate Decision
**As seen in Risk In The Week report 03/24/25, get access now! cablefxm.co.uk The February Banxico monetary policy meeting saw the...
Rosbel Durán
Mar 27

🏦🇳🇴Cable FX Macro Weekly Note: Norges Bank Rate Decision
**As seen in Risk In The Week report 03/24/25, get access now! cablefxm.co.uk Back in January, the Norges Bank unanimously decided to...
Rosbel Durán
Mar 27

🇬🇧❗️Cable FX Macro Weekly Note: U.K. Feb. Consumer Prices
**AS SEEN IN RISK IN THE WEEK REPORT 03/24/25, GET ACCESS NOW! CABLEFXM.CO.UK In January, the headline CPI rose by 3.0%Y/y, up from 2.5%...
Rosbel Durán
Mar 25

📆Wednesday Session Docket: U.K. CPI, U.S. Durable Goods
Light docket on Wednesday, focus will fall on U.K. inflation figures and the April budget statement. We will hear from ECB and Fed...
Rosbel Durán
Mar 25

💱🔻SEK Likely to Fade Strength Ahead: Cable FX Macro
I've been extra curious on SEK over the last couple of months as it has outperformed G10FX peers, only the NOK has been able to track it...
Rosbel Durán
Mar 25

📝Favour Selling USD/JPY Rallies to 150.0: Rabobank
The CPI ex-fresh food and energy inflation index ticked up a touch to 2.6% y/y. In its policy statement this week, the BoJ noted that...
Rosbel Durán
Mar 25

📝Expect ECB-SNB Rate Spread to Narrow to 150Bp: Danske Bank
In line with our expectation, the SNB cut the policy rate by 25bp to 0.25% in March. While the bar for additional cuts is high given that...
Rosbel Durán
Mar 25

📝Continue to See One Further 25Bp ECB Rate Cut In April: Nordea
The new fiscal plans do not come without risks. The issuance outlook was quite challenging already before the new plans, and now turned...
Rosbel Durán
Mar 25

⚠️❗️Macro Catalysts Ahead: Cable FX Macro
**As seen in Online Tools > Risk Map, get access now! cablefxm.co.uk Major risk events ahead include: U.K. inflation and growth rate U.S....
Rosbel Durán
Mar 21

🏦🇬🇧Desk Commentary: BoE March Monetary Policy Meeting
J.P. Morgan: The Bank of England is stuck between a rock and a hard place, with inflationary pressures mounting alongside a weak growth...
Rosbel Durán
Mar 21

🏦🇺🇸Desk Commentary: FOMC March Monetary Policy
Westpac: The unchanged fed funds rate projection from December – including 50bps of cuts forecast by end-2025, another 50bps in 2026 and...
Rosbel Durán
Mar 21

📝CTAs Have Turned Net Long MXN: UBS Strategy
CTAs have switched to 17% net long MXN versus USD, compared to 50% net short the last report . Continued tariff conversations between US...
Rosbel Durán
Mar 21

💵🔺USD/MXN Back Above 20.0: Cable FX Macro
**As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk The dollar weakened on the release of the Fed statement, as fresh...
Rosbel Durán
Mar 19

📆Thursday Session Docket: Busy Central Bank Day
**As seen in Online Tools > Calendar, get access now! cablefxm.co.uk Economic calendar sees U.K. labour data, U.S. jobless claims,...
Rosbel Durán
Mar 19
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