My FX Flow Monitor shows hedge fund positioning has flipped with the average holding period shortened significantly. Also, macro...

**As seen in Online Tools > FX Factors, get access now! cablefxm.co.uk The flagship G10FX composite model is posting consecutive monthly...

**As seen in Online Tools > IRP, get access now! cablefxm.co.uk Fed-ECB spread extends into negative territory, the shape of the implied...

For three long years the Swedish economy has been getting nowhere, but now we expect the recovery to finally gain some traction in 2025....

China’s GDP growth (5.4% y/y and 1.2% q/q) surprised to the upside at the beginning of the year. Although the GDP numbers often raise...

We can’t see any obvious reason to delay getting rates back to at least neutral (i.e. 2%) from here given the wide range of known...

**As seen in Online Tools > Eco Board, get access now! cablefxm.co.uk The lower left bar chart in the Economic Board shows the G10 macro...

This isn't isolated to the Swiss franc, monetary policy is having a diminished impact on currency crosses as market participants focus on...

GBP/USD 1y risk reversals have jumped by almost 50bps over the last month, reflecting a broad dollar deterioration in sentiment. The...

We think the ECB will cut rates by a further 25bp at the next meeting in June , though given that the central bank still emphasises...

The outperformance of the S&P 500 relative to other G10 stock markets in recent years reflected the widely held view that, for the most...

**As seen in Risk In The Week report 04/15/25, get access now! cablefxm.co.uk The ECB announced its latest interest rate decision on...

We have trimmed our GDP forecasts for Japan and changed our BoJ rate hike outlook. The frontloading of Japanese vehicles and machinery...

USD flows were mixed last week. Hedge funds sold USD into the reciprocal tariffs announcement last Wednesday and the selling continued on...

Thursday session goes to the history books, the magnitude of change in the dollar index and USTs has been seen rarely. The return profile...

*As seen in Online Tools > Chart Grid, subscribe at cablefxm.co.uk Puzzling price action on cross-assets have pushed desks to write...

Tokyo's consumer price index (CPI) inflation unexpectedly accelerated to 2.9% year on year in March from a revised 2.8% in February,...

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...

**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...

**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...