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📝Expect EUR/USD to Rise to 1.20 By 2H: Rabobank
Currencies of creditor countries have been the beneficiaries. This is evidenced not just in this year’s gains in the JPY and the EUR vs....

Rosbel Durán
Jun 2, 2025


📝Mexico Judicial Reform Impact to Be Gradual: Natixis
Unfortunately, they will have a lot of discretion in doing so, which critics say could force rulings in favor of the Morena government....

Rosbel Durán
Jun 2, 2025


🇺🇸❗️Cable FX Macro Weekly Note: ISM May PMI
**As seen in Risk In The Week report 05/30/25, get full access now! cablefxm.co.uk The Manufacturing PMI contracted for the second...

Rosbel Durán
Jun 2, 2025


🏦📊ECB Priced In to Deliver More Easing Than Peers: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IRP, GET FULL ACCESS NOW! CABLEFXM.CO.UK The Fed is expected to deliver 2 more rate cuts this year, this...

Rosbel Durán
Jun 1, 2025


🧮Leveraged Funds Pare USD Bearish Bets: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IMM, GET FULL ACCESS NOW! CABLEFXM.CO.UK Leveraged funds pared their net short dollar exposure, according to...

Rosbel Durán
Jun 1, 2025


⚠️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
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