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📝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


💶Euro Set to Post Third Straight Weekly Loss: Cable FX Macro
**As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk Noting euro heading into consolidation as it trades near 1.1200...

Rosbel Durán
May 9, 2025


⚠️❗️U.S. Inflation, U.K. Employment, Japan GDP Ahead: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > RISK MAP, get access now! cablefxm.co.uk An interactive risk map for the major macroeconomic events ahead is...

Rosbel Durán
May 9, 2025


📝See EUR/USD Rising to 1.20 Given Positioning: J.P. Morgan FX Strategy
But we expect these overshoots to persist given the re-think around the US macro outlook and pencil in a 5% premium above fair value to...

Rosbel Durán
May 8, 2025


📝Vol Control Allocation Collapsed to Near COVID/GFC Lows: Barclays
Equity Euphoric Indicator: From sustained boom to abrupt bust: The Equity Euphoria Indicator (EEI) is a metric to gauge the level of...

Rosbel Durán
May 8, 2025


💵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, 2025


📝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, 2025


📝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, 2025


🇺🇸❗️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, 2025


🧮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, 2025


🔺🔻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, 2025


📊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, 2025


📆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, 2025


📝❗️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, 2025


📝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, 2025


💱📊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, 2025
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