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📝Inflation Data Paves The Way For Another 25Bps ECB Rate Cut: ING
The latest inflation data from Germany, France, and Italy will have cemented the case for another 25 basis point rate cut next week. The...

Rosbel Durán
Mar 1


📝EU GDP to See 1.3% Hit In Case Of 25% Universal Tariffs: ABN AMRO
We estimate a 1.3% hit to GDP over the next two years if a 25% universal tariff is imposed . Exports to the US account for about 3% of...

Rosbel Durán
Mar 1


📝See USD/JPY Falling to 145.0: Rabobank
The JPY suffered a setback on the efforts of Bol Governor Ueda to rein back the recent rise in JGB yields. However, it has comfortably...

Rosbel Durán
Mar 1


📊Japan Overshoots Central Bank Price Target The Most: Cable FX Macro
**As seen in Online Tools > Inflation Monitor, get access now! cablefxm.co.uk Our inflation monitor shows the difference between actual...

Rosbel Durán
Feb 27


📊💱Carry Outperforms All Factors In January: Cable FX Macro
A factor that targets selling low yielding and buying high yielding currencies rose 0.8% on the month, this was the only basket to post...

Rosbel Durán
Feb 26


⚠️❗️Japan's Tokyo CPI, U.S. GDP Revision Ahead: Cable FX Macro
**As seen in Online Tools > Risk Map, get access now! cablefxm.co.uk The last week of February holds U.S. GDP revisions, Japan's Tokyo...

Rosbel Durán
Feb 26


📝Canada And Mexico Much More Sensitive to Tariffs Than U.S.: Nordea
Trump holds significant leverage over his neighboring countries. The three North American countries are very well integrated, but tariffs...

Rosbel Durán
Feb 12


📝Expect U.S. Inflation to Remain Stuck In Coming Months: Wells Fargo
The stubborn picture of inflation continued in January with the Consumer Price Index coming in hotter than expected. Prices rose 0.5% at...

Rosbel Durán
Feb 12


📊🎈U.S. Inflation Surprise Index Rises to Highest Since March: Cable FX Macro
**As seen in Online Tools > Inflation Dashboard > Surprise Index, get access now! cablefxm.co.uk This morning's U.S. price data is not...

Rosbel Durán
Feb 12


📊🇺🇸Mixed Jobs Report Fails to Move The Dial: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > Non Farm Payrolls Dashboard, get access now! cablefxm.co.uk Headline job growth rose below expectations at...

Rosbel Durán
Feb 7


📝Difficult to Identify A Long/Short Tariff Expression: UBS Strategy
Trump Tariff Losers baskets in the US (UBXXTIL} and Europe {UBXEFFL} have performed as expected following recent tariff headlines....

Rosbel Durán
Feb 7


📝Declines In UST Yields to Support Japanese Yen: MUFG
US Treasury yields have dipped, led by the longer end of the curve. An easing of tariff fears, falling US yields, along with a lightening...

Rosbel Durán
Feb 5


📆Thursday Session Docket: Sweden Inflation, BoE Rate Decision, U.S. ULC
**As seen in Online Tools > Calendar, get access now! cablefxm.co.uk Economic calendar holds Sweden consumer prices, eurozone retail...

Rosbel Durán
Feb 5


🏦📊ECB-BoJ Policy Pricing Spread Hits 90Bps: Cable FX Macro
**As seen in Online Tools > IRP, get access now! cablefxm.co.uk Over the next five meetings, markets expect the Fed-ECB policy spread to...

Rosbel Durán
Feb 5


🧮Hedge Funds Increase Dollar Net Long to Highest In Five Years: Cable FX Macro
**As seen in Online Tools > IMM Positioning, get access now! cablefxm.co.uk Our own calculation of the dollar net long position held by...

Rosbel Durán
Feb 5


📝Four BoE 2025 Rate Cuts Remains Our Base Case: ING
Much like the Federal Reserve and European Central bank, the BoE is unlikely to be drawn much on what it’ll do next. Expect its policy...

Rosbel Durán
Feb 4


📝Mexico Nearshoring Will Continue to Be An Opportunity: BBVA
The opportunity for nearshoring in Mexico is still alive and may even strengthen. Despite the threat of tariffs from the current US...

Rosbel Durán
Feb 4


⚠️❗️Macroeconomic Catalysts Ahead: Cable FX Macro Risk Map
**AS SEEN IN ONLINE TOOLS > RISK MAP, get access now! cablefxm.co.uk Filter and download major economic events for the month of February

Rosbel Durán
Feb 4


🏦📊ECB Pricing Does Not Support EUR/USD Higher: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IRP, get access now! cablefxm.co.uk Monetary divergence is most evident in the euro area, given swap pricing....

Rosbel Durán
Jan 22


📈Risk Assets Trade Range Bound During Most Of H1: Cable FX Macro
I'm noting E-mini futures posting gains for a third straight session above 6,000.0 as the intramonth lows were rejected, risk assets...

Rosbel Durán
Jan 22
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