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🏦🇬🇧Desk Commentary: BoE March Monetary Policy Meeting
J.P. Morgan: The Bank of England is stuck between a rock and a hard place, with inflationary pressures mounting alongside a weak growth...

Rosbel Durán
Mar 21, 2025


🏦🇺🇸Desk Commentary: FOMC March Monetary Policy
Westpac: The unchanged fed funds rate projection from December – including 50bps of cuts forecast by end-2025, another 50bps in 2026 and...

Rosbel Durán
Mar 21, 2025


📝CTAs Have Turned Net Long MXN: UBS Strategy
CTAs have switched to 17% net long MXN versus USD, compared to 50% net short the last report . Continued tariff conversations between US...

Rosbel Durán
Mar 21, 2025


💵🔺USD/MXN Back Above 20.0: Cable FX Macro
**As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk The dollar weakened on the release of the Fed statement, as fresh...

Rosbel Durán
Mar 19, 2025


📆Thursday Session Docket: Busy Central Bank Day
**As seen in Online Tools > Calendar, get access now! cablefxm.co.uk Economic calendar sees U.K. labour data, U.S. jobless claims,...

Rosbel Durán
Mar 19, 2025


🏦🇬🇧Cable FX Macro Weekly Note: BoE March Monetary Policy Meeting
**As seen in Risk In The Week report 03/16/25, get access now! cablefxm.co.uk Back on February 6, Monetary Policy Committee voted to...

Rosbel Durán
Mar 19, 2025


🏦🇨🇭Cable FX Macro Weekly Note: SNB March Monetary Policy Decision
**As seen in Risk In The Week report 03/16/25, get access now! cablefxm.co.uk Back in December, the SNB lowered its policy interest rate...

Rosbel Durán
Mar 19, 2025


📝Liquidity Continues to Dry Up In S&P 500 Futures: UBS
S&P futures liquidity continues to decline, and now is at a level that it has only touched four times since 2020 (mostly mid-summer). The...

Rosbel Durán
Mar 18, 2025


❗️🇺🇸Cable FX Macro Weekly Note: FOMC March Monetary Policy Meeting
**As seen in Risk In The Week Report 03/16/25, get access now! cablefxm.co.uk This Week's Previews: U.S. RETAIL SALES FOMC MEETING SNB...

Rosbel Durán
Mar 18, 2025


📆Tuesday Session Docket: Canada CPI, U.S. Industrial Production, Building Permits
**As seen in Online Tools > Calendar, get access now! cablefxm.co.uk Light docket on Tuesday holding Canada consumer prices, U.S....

Rosbel Durán
Mar 17, 2025


🇯🇵❗️Risk In The Week: BoJ March Monetary Policy Decision
**As seen in Risk In The Week report 03/16/25, get access now! cablefxm.co.uk Back on late January, the BoJ decided to raise its...

Rosbel Durán
Mar 17, 2025


📝Japan And SK Auto Industries Most Affected On U.S. Trade: Natixis
In response to Trump tariffs on global steel and aluminum, Vietnam imposed anti-dumping duties on China for 120 days with tariffs ranging...

Rosbel Durán
Mar 17, 2025


📝Now See EUR/USD Climbing to 1.12 On 12-Month View: Rabobank
The likelihood that Germany’s incoming coalition will be able to muster support in parliament to change the country’s constitution and...

Rosbel Durán
Mar 17, 2025


🎈🇺🇸U.S. Inflation Surprise Index Turns Negative: Cable FX Macro
**As seen in Online Tools > U.S. CPI Dashboard > Data Surprise, get access now! cablefxm.co.uk Our latest calculation of U.S. inflation...

Rosbel Durán
Mar 12, 2025


💱NOK Holding Strongest Trend In G10FX: Cable FX Macro
**As seen in Online Tools > FX Trend Tracker, get acces now! cablefxm.co.uk Almost half of the group is reversing last week gains vs the...

Rosbel Durán
Mar 12, 2025


⚠️❗️FOMC, SNB, Retail Sales Ahead: Cable FX Macro
**As seen in Online Tools > Risk Map, get access now! cablefxm.co.uk Macro catalysts ahead include: Canada CPI U.K. Labour Data SNB...

Rosbel Durán
Mar 12, 2025


📝 Neutralized EUR/USD, Model Favours JPY Longs: J.P. Morgan FX Strategy
We make adjustments to our trades portfolio amid cross-currents from moderating US exceptionalism, renewed tariff threats, and lingering...

Rosbel Durán
Mar 12, 2025


📝 Expect BoC to Lower Overnight Rate to 2.25% By June: TD
The BoC is taking out insurance that tariffs will persist and put significant downward pressure on the Canadian economy. While recent...

Rosbel Durán
Mar 12, 2025


📝Now See EUR/USD Reaching 1.12 Over Next 12 Months :Rabobank
Aside from this week’s fundamental shifts in Europe, the market has also been re-evaluating the economic outlook for the US. Trump’s...

Rosbel Durán
Mar 12, 2025


⚠️💱Canadian Dollar Structure Falls Despite Tariff Threat: Cable FX Macro
**As seen Online Tools > Vol Monitor, get access now! cablefxm.co.uk The volatility monitor shows the weekly change in bps across tenors....

Rosbel Durán
Mar 10, 2025
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