top of page
Search


📆Monday Session Docket: EU CPI, U.K. Consumer Credit, ISM PMI
**As seen in Online Tools> Economic Calendar, get access now! cablefxm.co.uk Busy economic calendar as Monday holds EU flash CPI...

Rosbel Durán
Mar 2, 2025


💶⚠️Options Market Turn More Euro Bearish: Cable FX Macro
After key geopolitical developments, the options market saw an increase in the premium to hedge EUR/USD downside, the move was mostly...

Rosbel Durán
Mar 2, 2025


❗️🔻Asia ETF Posts Record Net Outflow In February: Cable FX Macro
Asia ETFs posted the largest net outflow on record at around $10 billion, according to data compiled by Bloomberg. The dip was led by...

Rosbel Durán
Mar 1, 2025


📝Saw Late USD/MXN Hedge Fund Selling On Friday: UBS Strategy
USDMXN had a wider range on Friday with some stress ahead of the new month and general month end flows driving a bid that was further...

Rosbel Durán
Mar 1, 2025


📝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, 2025


📝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, 2025


📝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, 2025


📊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, 2025


📊💱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, 2025


⚠️❗️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, 2025


📝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, 2025


📝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, 2025


📊🎈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, 2025


📊🇺🇸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, 2025


📝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, 2025


📝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, 2025


📆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, 2025


🏦📊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, 2025


🧮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, 2025


📝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, 2025
bottom of page