top of page
Search


📝Expect EUR/USD to Rise to 1.20 By 2H: Rabobank
Currencies of creditor countries have been the beneficiaries. This is evidenced not just in this year’s gains in the JPY and the EUR vs....

Rosbel Durán
Jun 2


📝Mexico Judicial Reform Impact to Be Gradual: Natixis
Unfortunately, they will have a lot of discretion in doing so, which critics say could force rulings in favor of the Morena government....

Rosbel Durán
Jun 2


🇺🇸❗️Cable FX Macro Weekly Note: ISM May PMI
**As seen in Risk In The Week report 05/30/25, get full access now! cablefxm.co.uk The Manufacturing PMI contracted for the second...

Rosbel Durán
Jun 1


🏦📊ECB Priced In to Deliver More Easing Than Peers: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IRP, GET FULL ACCESS NOW! CABLEFXM.CO.UK The Fed is expected to deliver 2 more rate cuts this year, this...

Rosbel Durán
Jun 1


🧮Leveraged Funds Pare USD Bearish Bets: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IMM, GET FULL ACCESS NOW! CABLEFXM.CO.UK Leveraged funds pared their net short dollar exposure, according to...

Rosbel Durán
Jun 1


⚠️U.S. Jobs, Eurozone CPI, BoC, ECB Ahead: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > RISK MAP, GET FULL ACCESS NOW! CABLEFXM.CO.UK This week: S&P Global PMIs U.S. ADP BoC Rate Decision ECB Rate...

Rosbel Durán
Jun 1


🇺🇸❗️Cable FX Macro Weekly Note: Core PCE Deflator
**AS SEEN IN RISK IN THE WEEK REPORT 05/27/25, GET ACCESS NOW! CABLEFXM.CO.UK The Core PCE Price Index increased by 2.6% Y/y in March...

Rosbel Durán
May 29


🇨🇦❗️Cable FX Macro Weekly Note: Canada 1Q GDP Growth
**AS SEEN IN RISK IN THE WEEK REPORT 05/27/25, GET ACCESS NOW! CABLEFXM.CO.UK Canadian 4Q output saw real GDP expanding by 0.6% Q/q...

Rosbel Durán
May 29


📝Dollar Is Already Trading Mid-Smile: J.P. Morgan FX Strategy
Moreover, we observe some evidence of the dollar already trading mid-smile, supported by positive RoW dynamics. A two-factor model of the...

Rosbel Durán
May 27


📝See U.S.-CA Rate Differential Widening to 175Bps: Rabobank
As USD/CAD tariff premiums unwind, we find that USD/CAD is again dominated by the US-CA rate differential. We believe that both the Fed...

Rosbel Durán
May 27


💶🔺See Case For Further Upside In EUR/USD: Cable FX Macro
*As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk • Noting further room to upside in euro-dollar cross as risks on...

Rosbel Durán
May 20


🧮Leveraged Funds Increase USD Bearish Bets: Cable FX Macro
**As seen in Online Tools > IMM, get access now! cablefxm.co.uk • Leveraged funds built on their USD net short position, according to...

Rosbel Durán
May 20


📝Continue to Expect Two Further RBA Rate Cuts: Commonwealth Bank
We have maintained our base case for four rate cuts in total this easing cycle since October last year.We continue to expect two further...

Rosbel Durán
May 20


📝USD to Depreciate In Near-Term On Portfolio Rebalancing: J.P. Morgan
Our FX research team has noted that Norway, Switzerland, Canada, Sweden, the UK, Australia, and Israel have the largest US equity...

Rosbel Durán
May 20


📝❗️Cable FX Macro Weekly Note: RBA, Inflation Data
**AS SEEN IN RISK IN THE WEEK REPORT 05/16/25, GET ACCESS NOW! CABLEFXM.CO.UK • This week: • RBA Cash Rate decision • Inflation metrics...

Rosbel Durán
May 20


🏦🇦🇺Cable FX Macro Weekly Note: RBA Rate Decision
**As seen in Risk In The Week 05/16/25, get access now! cablefxm.co.ukDuring its last meeting, the RBA decided to lower the cash rate...

Rosbel Durán
May 19


💵MA Oscillator Tops Dollar Long/Short Strategies: Cable FX Macro
• The chart below shows a range of trading strategies following technical signals on the Cable FX Macro Dollar Index. This post intends...

Rosbel Durán
May 19


🐍🦅MXN Has A Tendency to Strengthen After Banxico: Cable FX Macro
30 minutes after Banco de Mexico has decided on rates, the USD/MXN has ended lower on average. We're looking into the last two years of...

Rosbel Durán
May 15


📝YTD FX Returns Correlated to U.S. Equity Holdings: J.P. Morgan FX Strategy
The world is still long US equities (or assets) and related FX rebalancing should continue to weigh on the dollar vs. the largest...

Rosbel Durán
May 15


📝Expect Mexican Peso to Outperform EMFX Peers: Rabobank
USD/MXN implied vols have been the most sensitive to tariff talk, with 1w vol whipsawing dramatically around major tariff events. Vols...

Rosbel Durán
May 15
bottom of page