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🏦🇺🇸SOFR Calendar Spreads Post 10Bps Bullish Repricing: Cable FX Macro
According to market-implied probabilities, there is a strong chance that the Fed will maintain rates at 4.25%–4.50%. The CME FedWatch...

Rosbel Durán
5 hours ago


⚖️💱Short-Term Rates Driving EUR/USD Price: Cable FX Macro
We recently saw a historic performance in EUR/USD, one that even central bankers from the ECB were vocal. The move is coinciding with a...

Rosbel Durán
5 hours ago


🌐🔺🔻Developed Market Equities Post Double-Digit Returns In Q2: Cable FX Macro
The S&P 500 surged in June, climbing 3% and closing at 6,141.02 on June 26, just shy of its all-time high of 6,147.43 set in February....

Rosbel Durán
6 hours ago


📊🇺🇸U.S. Headline Jobs top Almost All Estimates: Cable FX Macro
**As seen in Online Tolls > Non Farm Payrolls dashboard, get full access now! cablefxm.co.uk Here's an update on the latest economic...

Rosbel Durán
6 hours ago


🏦🇲🇽Cable FX Macro Weekly Note: Banxico June Rate Decision
** AS SEEN IN RISK IN THE WEEK REPORT 06/20/25, GET FULL ACCESS NOW! Banco de Mexico lowered the benchmark interest rate by 50 basis...

Rosbel Durán
Jun 25


⚠️Trump's 2.0 Volatility Tops First Term: Cable FX Macro
I'm borrowing data from a Bloomberg columnist as he arranged the table below showing CBOE's VIX statistics across Dem and Rep...

Rosbel Durán
Jun 25


💵Recent Dollar Price Action Detached From Safe Haven Dynamics: Cable FX Macro
The dollar rebound seen in recent sessions may raise the argument that the USD's safe haven attributes are back in play. However, this is...

Rosbel Durán
Jun 25


📝Tariffs Will Not Unleash Next Inflation Wave: ABN Amro
What is causing the delay in goods inflation? There are several reasons why we should not expect immediate price increases. Exporters,...

Rosbel Durán
Jun 25


📝Don't Expect Banxico June Decision to Be Unanimous: Natixis
We expect Banxico to cut the policy rate by 50bps to 8.00% at the June 26 meeting given a weak economy, negative output gap and a strong...

Rosbel Durán
Jun 25


📝EUR/GBP Set For A Leg Higher: Danske Bank
Since our last update, the pressure on GBP has mounted as the UK economy has showed more pronounced signs of weakness and geopolitical...

Rosbel Durán
Jun 23


📝Core Inflation Complicates Banxico's Outlook: Scotiabank
Banco de México is widely expected to cut its overnight rate by another 50bps on Thursday. Our Mexican economists agree. That would take...

Rosbel Durán
Jun 23


🇨🇦❗️Cable FX Macro Weekly Note: Canada May Consumer Prices
**As seen in Risk In The Week report, get full access now! cablefxm.co.uk Canada's inflation rate fell to 1.7% year-over-year, down from...

Rosbel Durán
Jun 23


🇺🇸❗️U.S. Inflation Seen Rising Back to 5% On Higher Oil: Cable FX Macro
Are we set to get a second wave of inflation as Middle East conflicts keep oil trading higher? Most of OPEC's spare capacity is located...

Rosbel Durán
Jun 22


🛢️🔺Crude Oil Risks Spiking Higher On U.S. Strikes: Cable FX Macro
Another day of crude oil volatility is registered on Monday open after the U.S. attacked Iranian nuclear facilities. Crude oil futures...

Rosbel Durán
Jun 22


❗️📝Cable FX Macro Weekly Note
**As seen in Risk In The Week report 06/20/25, get full access now! cablefxm.co.uk This week's previous: Canada CPI Australia CPI Japan...

Rosbel Durán
Jun 22


📝U.S. Growth Projected to Decline In 2025: J.P. Morgan FX Strategy
The main anchors of our bearish USD view remain unchanged and help sift through the barrage of headlines, specifically, US growth...

Rosbel Durán
Jun 19


📝See Renewed Interest For MXN Carry Attractiveness: Rabobank
Many USD/MXN correlations deteriorated over the past few months given elevated market uncertainty. However, as tensions cool and Mexico’s...

Rosbel Durán
Jun 19


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 06/13/25, get full access now! cablefxm.co.uk Don't miss out on the risk events for the week ahead....

Rosbel Durán
Jun 19


🏦📊Fed Now Holds Highest Policy Rate In G10: Cable FX Macro
**As seen in Online Tools > FDTR, get full access now! cablefxm.co.uk It has been a busy week in geopolitics and central banking, hug a...

Rosbel Durán
Jun 19


🛢️💱Dollar And Yuan Most Sensitive Currencies to Crude Oil: Cable FX Macro
The recent spark in geopolitical risk premiums has been isolated to crude oil prices so far, this isn't surprising given the importance...

Rosbel Durán
Jun 19
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