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📝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, 2025


🇨🇦❗️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, 2025


🇺🇸❗️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, 2025


🛢️🔺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, 2025


❗️📝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, 2025


📝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, 2025


📝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, 2025


📝❗️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, 2025


🏦📊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, 2025


🛢️💱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, 2025


🏦🇨🇭Cable FX Macro Weekly Note: SNB Q2 Monetary Policy Decision
**As seen in Risk In The Week report 06/15/25, get full access now! cablefxm.co.uk The SNB rate cut was in line with market expectations,...

Rosbel Durán
Jun 19, 2025


🇬🇧❗️Cable FX Macro Weekly Note: U.K. May Consumer Prices
**As seen in Risk In The Week report 06/15/25, get full access now! cablefxm.co.uk U.K. April inflation was reported at 3.5% Y/y, up from...

Rosbel Durán
Jun 17, 2025


🏦❗️Cable FX Macro Weekly Note: FOMC June Monetary Policy Meeting
**As seen in Risk In The Week report 06/15/25, get full access now! cablefxm.co.uk At the May meeting, the Federal Open Market Committee...

Rosbel Durán
Jun 17, 2025


📝Expect Only One Fed Rate Cut In 2H: Rabobank
We expect the FOMC to keep the target range for the federal funds rate unchanged at 4.25-4.50% on June 18. The formal FOMC statement and...

Rosbel Durán
Jun 17, 2025


💶⚠️Euro Risk Reversals Do Not Favour Further Upside: Cable FX Macro
One has to give credit to the euro resilience on the latest global/geopolitic risks for holding ground against the dollar and the Swiss...

Rosbel Durán
Jun 17, 2025


💵⚠️Dollar, Volatility Correlation At Most Negative On Record: Cable FX Macro
The correlation coefficient between a measure of the dollar and the volatility benchmark dipped to the most negative on record. A figure...

Rosbel Durán
Jun 16, 2025


🏦🇯🇵Cable FX Macro Weekly Note: BoJ June Monetary Policy Meeting
**AS SEEN IN THE RISK IN THE WEEK, GET ACCESS NOW! CABLEFXM.CO.UK The BoJ’s Policy Board voted unanimously to maintain the short-term...

Rosbel Durán
Jun 16, 2025


📝BoJ May Slightly Taper Bond Purchases In FY26: MUFG
BoJ likely to leave policy rate at 0.5% at June MPM amid highly uncertain out look. We do not expect any changes to existing plans for...

Rosbel Durán
Jun 16, 2025


📝Scandies, CHF, Antipodeans Less Indebted Than Japan, U.S., U.K.: J.P. Morgan
Within DM, CHF, Scandis and the Antipodeans rank well on relative indebtedness metric in contrast to GBP, USD and JPY which are on the...

Rosbel Durán
Jun 11, 2025


📝Liberation Day Vol Spike One Of The Fastest to Retrace: Barclays
Global equities have completely recovered their post-Liberation Day losses, with most equity indices trading visibly above 2-April...

Rosbel Durán
Jun 11, 2025
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