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💵Dollar Ranges Tend to Decline Into Month End: Cable FX Macro
Our measure of the dollar shows larger ranges during the first two weeks of the month before shrinking. Over the last six months, the...

Rosbel Durán
May 8


📝We Now See A 50Bps Rate Cut From Banxico In May: Rabobank
Mexico imported 23% of its industrial machinery from China in 2024, and a third of its electrical machinery. As a part of the...

Rosbel Durán
May 1


📝Don't Expect USD/JPY Rally to Extend: Saxo Bank
USDJPY has backed up above local resistance near 144.00 after the dovish Bank of Japan surprise overnight, which was perhaps doubly...

Rosbel Durán
May 1


🇺🇸❗️Cable FX Macro Weekly Note: U.S. April Non Farm Payrolls
**As seen in Risk In The Week report 04/29/25, get access now! cablefxm.co.uk In March, the U.S. jobs market added 228,000 jobs,...

Rosbel Durán
May 1


🧮Dollar Net Short Position Built: Cable FX Macro
**As seen in Online Tools > IMM, get access now! cablefxm.co.uk Leveraged funds built on their net short dollar position last week,...

Rosbel Durán
Apr 30


🔺🔻Gold-Dollar Negative Correlation Has Room to Widen: Cable FX Macro
Our measure of the dollar vs G10FX peers has seen losses in recent sessions, the index is tracking a decline of 3.5% over the last month....

Rosbel Durán
Apr 30


📊Sweden Continues to Top The Economic Board: Cable FX Macro
**As seen in Online Tools > Eco Board, get access now! cablefxm.co.uk The lower left chart shows the G10 macroeconomic sentiment ranking....

Rosbel Durán
Apr 29


📆Wednesday Session Docket: U.S. ADP, Canada GDP, U.S. Core Price Index
**As seen in Online Tools > CAL, get access now! cablefxm.co.uk The economic calendar holds U.S. GDP, Core PCE Price Index, Canada GDP,...

Rosbel Durán
Apr 29


📝❗️Cable FX Macro Weekly Note
**AS SEEN IN RISK IN THE WEEK REPORT 04/28/25, GET ACCESS NOW! CABLEFXM.CO.UK This week: Australia CPI BoJ Rate Decision U.S. ISM Mfg PMI...

Rosbel Durán
Apr 29


📝Macro Hedge Funds Exhibit A Low Level Of Conviction: UBS Strategy
My FX Flow Monitor shows hedge fund positioning has flipped with the average holding period shortened significantly. Also, macro...

Rosbel Durán
Apr 23


💱📊Wrong-Footed G10FX Composite Model On Volatility Spike: Cable FX Macro
**As seen in Online Tools > FX Factors, get access now! cablefxm.co.uk The flagship G10FX composite model is posting consecutive monthly...

Rosbel Durán
Apr 23


🏦📊Fed-ECB Spread Curve Holding After Rate Decision: Cable FX Macro
**As seen in Online Tools > IRP, get access now! cablefxm.co.uk Fed-ECB spread extends into negative territory, the shape of the implied...

Rosbel Durán
Apr 23


📝Holding Tactically Neutral View On EUR/SEK: Danske Bank
For three long years the Swedish economy has been getting nowhere, but now we expect the recovery to finally gain some traction in 2025....

Rosbel Durán
Apr 23


📝 China GDP Growth Forecast Risks Tilted to The Downside: Nordea
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...

Rosbel Durán
Apr 23


📝See ECB Cutting Rates One More Time In 2H: MUFG
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...

Rosbel Durán
Apr 23


📊🇸🇪Sweden Tops Macroeconomic Ranking: Cable FX Macro
**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...

Rosbel Durán
Apr 17


⚖️🇨🇭Franc And Swiss Rates Diverge On Latest Volatility Surge: Cable FX Macro
This isn't isolated to the Swiss franc, monetary policy is having a diminished impact on currency crosses as market participants focus on...

Rosbel Durán
Apr 17


💷Sterling Bullish Skewness Extends: Cable FX Macro
GBP/USD 1y risk reversals have jumped by almost 50bps over the last month, reflecting a broad dollar deterioration in sentiment. The...

Rosbel Durán
Apr 17


📝Do Not Expect Further ECB Rate Cuts After June: Nordea
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...

Rosbel Durán
Apr 17


📝See Risks Of U.S. Recession Above 50%: Rabobank
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...

Rosbel Durán
Apr 17
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