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📝BoJ Is Unlikely to Wait Beyond Trump Market Reaction: Natixis
The Bank of Japan (BoJ) has increased confidence on the FY25 spring wage negotiation after discussing regional economic developments at...

Rosbel Durán
Jan 22


📝Revising GBP Forecasts Lower: Rabobank
While gilts managed to outperform their global peers by the end of the week, the pound remains the worse performing G10 currency in the...

Rosbel Durán
Jan 22


📊Swizterland Bottoms Macro Sentiment: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > MACRO BOARD, get access now! cablefxm.co.uk Macro sentiment, a measure of economic figure release vs...

Rosbel Durán
Jan 20
⚠️💱Sterling Vol Rises The Most On The Week: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > VOL MONITOR, get access now! cablefxm.co.uk Traders continue to pay for wide swings on sterling pound this...

Rosbel Durán
Jan 20


🏦📆 Four G10 Central Banks Decide Before January Ends: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > G10 KEY RATES, get access now! cablefxm.co.uk The lower table in our G10 Key Rates tool shows major central...

Rosbel Durán
Jan 20


🧮Hedge Fund Dollar Positioning Remains Stretched: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IMM POSITIONING, get access now! cablefxm.co.uk Leveraged funds' dollar position remains stretched, we have...

Rosbel Durán
Jan 17


⚠️❗️BoJ, Norges Bank Decide Next Week: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > RISK MAP, get access now! cablefxm.co.uk Next week's central bank docket sees the BoJ and the Norges Bank...

Rosbel Durán
Jan 17


💱Sterling, Scandies Down Trend In G10FX: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > FX TREND TRACKER, get access now! cablefxm.co.uk The FX Trend Tracker identified sterling, and the krones...

Rosbel Durán
Jan 16


📝We Now Expect Two 25Bps FOMC Rate Cuts In 2025: Wells Fargo
Accordingly, and given the more resilient labor market data seen over the past couple months, we have revised our expectations for the...

Rosbel Durán
Jan 16


📝Looking to Start Scaling Into Tactical USD/MXN Short: UBS Strategy
I think tactical USDMXN shorts are being taken back ahead of US Treasury Secretary nominee Scott Bessent's hearing after the pair failed...

Rosbel Durán
Jan 16


📆Thursday Session Docket: U.K GDP, U.S. Retail Sales, Jobless Claims
**AS SEEN IN ONLINE TOOLS>CALENDAR, get access now! cablefxm.co.uk Economic calendar holds U.K. activity data, U.S. retail sales, and...

Rosbel Durán
Jan 15


📝See USD Strength Reversing In 2H 2025: MUFG
The US dollar – on a DXY basis – advanced 7.0% in 2024 on a closing basis and marked the third year in four in which the dollar...

Rosbel Durán
Jan 7


📝Still See Upside Risks to Current Market Pricing: Nordea
Observing the history since the early 1960s, we have found that nominal GDP is a good starting point for the neutral nominal rate. Using...

Rosbel Durán
Jan 7


⚠️💱JPY, GBP Vols Rise The Most Heading Into Central Bank Meetings: Cable FX Macro
**As seen in Online Tools > Eco Board, get access now! cablefxm.co.uk 1w tenors saw the largest increases in GBP/USD and USD/JPY on the...

Rosbel Durán
Dec 18, 2024


📊❗️Switzerland Bottoms Macro Sentiment Ranking: Cable FX Macro
**As seen in Online Tools > Eco Board, get access now! cablefxm.co.uk Macro sentiment is stabilizing in Switzerland, however, the measure...

Rosbel Durán
Dec 18, 2024


📊💱G10FX Composite Model Set to Rise For Fourth Consecutive Month: Cable FX Macro
**As seen in Online Tools> FX Factors, get access now! cablefxm.co.uk The G10FX model composite has seen back-to-back gains since...

Rosbel Durán
Dec 17, 2024


📆Wednesday Session Docket: U.K. Inflation, FOMC, N.Z. GDP
**As seen in Online Tools > CAL, get full access now! cablefxm.co.uk Economic calendar holds U.K. price data, U.S. mortgage applications...

Rosbel Durán
Dec 17, 2024


📝Investors' Allocation to Cash At Record Low Levels: BofA
Global Fund Manager Survey showed investors' sentiment is "super-bullish" on the month. Investors' allocation to cash is at a record low...

Rosbel Durán
Dec 17, 2024


📝See U.K. Services Inflation Falling to 3% By 2Q 25: ING
Financial markets think we’ll get barely three more cuts in 2025. So far, the BoE has done little to persuade investors otherwise . From...

Rosbel Durán
Dec 17, 2024


🧮Hedge Funds Increase Net Long Dollar Position: Cable FX Macro
**As seen in Online Tools>IMM, get full access now! cablefxm.co.uk Fast money players built their net long dollar position this week,...

Rosbel Durán
Dec 16, 2024
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