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🧮Hedge Funds' Dollar Net Long Position Trimmed Further: Cable FX Macro
**As seen in Online Tools > IMM Positioning, get access now! cablefxm.co.uk Dollar net long saw the largest reduction in our currency...

Rosbel Durán
Mar 3, 2025


📝ECB Projections Likely to Be Outdated: Rabobank
The ECB staff projections will probably feature a somewhat higher 2025 inflation forecast, while the growth outlook may be revised down a...

Rosbel Durán
Mar 3, 2025


📝 Expect A Moderately Dovish ECB: ING
An ECB deposit facility rate cut by 25bp this week is fully priced in, but the outlook for next month is already becoming a lot less...

Rosbel Durán
Mar 3, 2025


📝 U.S. Imports from China Have Fallen by Less Than U.S. Data Indicate: NY Fed
The rapid expansion of low-value direct-to-consumer sales from China has allowed a very substantial amount of trade to completely bypass...

Rosbel Durán
Mar 3, 2025


🎈🇺🇸U.S. Economic Surprises Extend to The Downside: Cable FX Macro
A measure of macroeconomic indicators strength and weakness vs the survey median has dipped this week to the lowest since mid-September....

Rosbel Durán
Mar 2, 2025


📆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
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