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📝Declines In UST Yields to Support Japanese Yen: MUFG
US Treasury yields have dipped, led by the longer end of the curve. An easing of tariff fears, falling US yields, along with a lightening...

Rosbel Durán
Feb 5


📆Thursday Session Docket: Sweden Inflation, BoE Rate Decision, U.S. ULC
**As seen in Online Tools > Calendar, get access now! cablefxm.co.uk Economic calendar holds Sweden consumer prices, eurozone retail...

Rosbel Durán
Feb 5


🏦📊ECB-BoJ Policy Pricing Spread Hits 90Bps: Cable FX Macro
**As seen in Online Tools > IRP, get access now! cablefxm.co.uk Over the next five meetings, markets expect the Fed-ECB policy spread to...

Rosbel Durán
Feb 5


🧮Hedge Funds Increase Dollar Net Long to Highest In Five Years: Cable FX Macro
**As seen in Online Tools > IMM Positioning, get access now! cablefxm.co.uk Our own calculation of the dollar net long position held by...

Rosbel Durán
Feb 5


📝Four BoE 2025 Rate Cuts Remains Our Base Case: ING
Much like the Federal Reserve and European Central bank, the BoE is unlikely to be drawn much on what it’ll do next. Expect its policy...

Rosbel Durán
Feb 4


📝Mexico Nearshoring Will Continue to Be An Opportunity: BBVA
The opportunity for nearshoring in Mexico is still alive and may even strengthen. Despite the threat of tariffs from the current US...

Rosbel Durán
Feb 4


⚠️❗️Macroeconomic Catalysts Ahead: Cable FX Macro Risk Map
**AS SEEN IN ONLINE TOOLS > RISK MAP, get access now! cablefxm.co.uk Filter and download major economic events for the month of February

Rosbel Durán
Feb 4


🏦📊ECB Pricing Does Not Support EUR/USD Higher: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IRP, get access now! cablefxm.co.uk Monetary divergence is most evident in the euro area, given swap pricing....

Rosbel Durán
Jan 22


📈Risk Assets Trade Range Bound During Most Of H1: Cable FX Macro
I'm noting E-mini futures posting gains for a third straight session above 6,000.0 as the intramonth lows were rejected, risk assets...

Rosbel Durán
Jan 22


📝BoJ Is Unlikely to Wait Beyond Trump Market Reaction: Natixis
The Bank of Japan (BoJ) has increased confidence on the FY25 spring wage negotiation after discussing regional economic developments at...

Rosbel Durán
Jan 22


📝Revising GBP Forecasts Lower: Rabobank
While gilts managed to outperform their global peers by the end of the week, the pound remains the worse performing G10 currency in the...

Rosbel Durán
Jan 22


📊Swizterland Bottoms Macro Sentiment: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > MACRO BOARD, get access now! cablefxm.co.uk Macro sentiment, a measure of economic figure release vs...

Rosbel Durán
Jan 20
⚠️💱Sterling Vol Rises The Most On The Week: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > VOL MONITOR, get access now! cablefxm.co.uk Traders continue to pay for wide swings on sterling pound this...

Rosbel Durán
Jan 20


🏦📆 Four G10 Central Banks Decide Before January Ends: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > G10 KEY RATES, get access now! cablefxm.co.uk The lower table in our G10 Key Rates tool shows major central...

Rosbel Durán
Jan 20


🧮Hedge Fund Dollar Positioning Remains Stretched: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IMM POSITIONING, get access now! cablefxm.co.uk Leveraged funds' dollar position remains stretched, we have...

Rosbel Durán
Jan 17


⚠️❗️BoJ, Norges Bank Decide Next Week: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > RISK MAP, get access now! cablefxm.co.uk Next week's central bank docket sees the BoJ and the Norges Bank...

Rosbel Durán
Jan 17


💱Sterling, Scandies Down Trend In G10FX: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > FX TREND TRACKER, get access now! cablefxm.co.uk The FX Trend Tracker identified sterling, and the krones...

Rosbel Durán
Jan 16


📝We Now Expect Two 25Bps FOMC Rate Cuts In 2025: Wells Fargo
Accordingly, and given the more resilient labor market data seen over the past couple months, we have revised our expectations for the...

Rosbel Durán
Jan 16


📝Looking to Start Scaling Into Tactical USD/MXN Short: UBS Strategy
I think tactical USDMXN shorts are being taken back ahead of US Treasury Secretary nominee Scott Bessent's hearing after the pair failed...

Rosbel Durán
Jan 16


📆Thursday Session Docket: U.K GDP, U.S. Retail Sales, Jobless Claims
**AS SEEN IN ONLINE TOOLS>CALENDAR, get access now! cablefxm.co.uk Economic calendar holds U.K. activity data, U.S. retail sales, and...

Rosbel Durán
Jan 15
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