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📝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


🏦📊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
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