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⚠️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, 2025


🇺🇸❗️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, 2025


🇨🇦❗️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, 2025


📝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, 2025


📝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, 2025


💶🔺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, 2025


🧮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, 2025


📝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, 2025


📝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, 2025


📝❗️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, 2025


🏦🇦🇺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, 2025


💵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, 2025


🐍🦅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, 2025


📝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, 2025


📝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, 2025


📝Forecast Banco De Mexico Terminal Rate At 6.0%: Natixis
The MXN remains stable and with an appreciating bias mainly due to dollar weakness. This dynamic leaves Banxico with ample degrees of...

Rosbel Durán
May 15, 2025


🏦📊Fed-ECB Curve Turns Positive: Cable FX Macro
**As seen in Online Tools > IRP, get access now! cablefxm.co.uk The upper left chart shows the Fed-ECB curve, which is now positive after...

Rosbel Durán
May 14, 2025


🧮Hedge Funds Trimmed Euro Bullish Bets: Cable FX Macro
**As seen in Online Tools > IMM, get access now! cablefxm.co.uk The latest COT report showed leveraged funds trimming euro net longs to...

Rosbel Durán
May 14, 2025


📆Thursday Session Docket: U.S. PPI, Retail Sales, U.K. GDP
**AS SEEN IN ONLINE TOOLS > CAL, GET ACCESS NOW! CABLEFXM.CO.UK Economic calendar sees a batch of U.K. activity data, Norway output, U.S....

Rosbel Durán
May 14, 2025


🔺Risk Assets Rise, Cyclicals Bid On Tuesday Session: Cable FX Macro
**As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk Bids on risk assets have sent the S&P 500 Index closer to 6,000,...

Rosbel Durán
May 13, 2025
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