top of page
Search


🏦📊Fed-ECB Spread Curve Holding After Rate Decision: Cable FX Macro
**As seen in Online Tools > IRP, get access now! cablefxm.co.uk Fed-ECB spread extends into negative territory, the shape of the implied...

Rosbel Durán
Apr 23, 2025


📝Holding Tactically Neutral View On EUR/SEK: Danske Bank
For three long years the Swedish economy has been getting nowhere, but now we expect the recovery to finally gain some traction in 2025....

Rosbel Durán
Apr 23, 2025


📝 China GDP Growth Forecast Risks Tilted to The Downside: Nordea
China’s GDP growth (5.4% y/y and 1.2% q/q) surprised to the upside at the beginning of the year. Although the GDP numbers often raise...

Rosbel Durán
Apr 23, 2025


📝See ECB Cutting Rates One More Time In 2H: MUFG
We can’t see any obvious reason to delay getting rates back to at least neutral (i.e. 2%) from here given the wide range of known...

Rosbel Durán
Apr 23, 2025


📊🇸🇪Sweden Tops Macroeconomic Ranking: Cable FX Macro
**As seen in Online Tools > Eco Board, get access now! cablefxm.co.uk The lower left bar chart in the Economic Board shows the G10 macro...

Rosbel Durán
Apr 17, 2025


⚖️🇨🇭Franc And Swiss Rates Diverge On Latest Volatility Surge: Cable FX Macro
This isn't isolated to the Swiss franc, monetary policy is having a diminished impact on currency crosses as market participants focus on...

Rosbel Durán
Apr 17, 2025


💷Sterling Bullish Skewness Extends: Cable FX Macro
GBP/USD 1y risk reversals have jumped by almost 50bps over the last month, reflecting a broad dollar deterioration in sentiment. The...

Rosbel Durán
Apr 17, 2025


📝Do Not Expect Further ECB Rate Cuts After June: Nordea
We think the ECB will cut rates by a further 25bp at the next meeting in June , though given that the central bank still emphasises...

Rosbel Durán
Apr 17, 2025


📝See Risks Of U.S. Recession Above 50%: Rabobank
The outperformance of the S&P 500 relative to other G10 stock markets in recent years reflected the widely held view that, for the most...

Rosbel Durán
Apr 17, 2025


❗️ 📝Cable FX Macro Weekly Note: ECB April Rate Decision
**As seen in Risk In The Week report 04/15/25, get access now! cablefxm.co.uk The ECB announced its latest interest rate decision on...

Rosbel Durán
Apr 17, 2025


📝BoJ Set to Pause In May On Trade Risks: ING
We have trimmed our GDP forecasts for Japan and changed our BoJ rate hike outlook. The frontloading of Japanese vehicles and machinery...

Rosbel Durán
Apr 7, 2025


📝 G10FX Flows In Line With Typical Risk-Off Moves: UBS Strategy
USD flows were mixed last week. Hedge funds sold USD into the reciprocal tariffs announcement last Wednesday and the selling continued on...

Rosbel Durán
Apr 7, 2025


💵🔻Dollar Records +3 Sigma Day: Cable FX Macro
Thursday session goes to the history books, the magnitude of change in the dollar index and USTs has been seen rarely. The return profile...

Rosbel Durán
Apr 3, 2025


🐍🦅Mexican Peso Outperforms Tariff Risk Off Session: Cable FX Macro
*As seen in Online Tools > Chart Grid, subscribe at cablefxm.co.uk Puzzling price action on cross-assets have pushed desks to write...

Rosbel Durán
Apr 3, 2025


📝Faster Tokyo CPI Increases Odds Of BoJ May Rate Hike: ING
Tokyo's consumer price index (CPI) inflation unexpectedly accelerated to 2.9% year on year in March from a revised 2.8% in February,...

Rosbel Durán
Mar 28, 2025


📝Entered Long EUR/CHF: J.P. Morgan Strategy
We enter a EUR/CHF EUR/GBP dual digital to take advantage of top down and bottom up themes in European regional FX. At the top down...

Rosbel Durán
Mar 28, 2025


🏦🇲🇽Cable FX Macro Weekly Note: Banxico March Rate Decision
**As seen in Risk In The Week report 03/24/25, get access now! cablefxm.co.uk The February Banxico monetary policy meeting saw the...

Rosbel Durán
Mar 27, 2025


🏦🇳🇴Cable FX Macro Weekly Note: Norges Bank Rate Decision
**As seen in Risk In The Week report 03/24/25, get access now! cablefxm.co.uk Back in January, the Norges Bank unanimously decided to...

Rosbel Durán
Mar 27, 2025


🇬🇧❗️Cable FX Macro Weekly Note: U.K. Feb. Consumer Prices
**AS SEEN IN RISK IN THE WEEK REPORT 03/24/25, GET ACCESS NOW! CABLEFXM.CO.UK In January, the headline CPI rose by 3.0%Y/y, up from 2.5%...

Rosbel Durán
Mar 25, 2025


📆Wednesday Session Docket: U.K. CPI, U.S. Durable Goods
Light docket on Wednesday, focus will fall on U.K. inflation figures and the April budget statement. We will hear from ECB and Fed...

Rosbel Durán
Mar 25, 2025
bottom of page