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🏦🇪🇺Desk Commentary: ECB March Monetary Policy Meeting
UBS: The market is focused on the ECB's decision to change the language in its statement to indicate monetary policy is "meaningfully...

Rosbel Durán
Mar 6, 2025


🏦🇪🇺Risk In The Week: ECB March Monetary Policy Meeting
**As seen in Risk In The Week report, get access now! cablefxm.co.uk Back in January, the ECB slashed its policy rate by 25bps to leave...

Rosbel Durán
Mar 6, 2025


⚠️💹Yen Less Reactive to Volatility Benchmark: Cable FX Macro
A basket of yen vs high-beta FX is trading heavily, despite the lack of innovations in currency volatility. The J.P. Morgan Global FX...

Rosbel Durán
Mar 6, 2025


📝Focused On A Potential ECB Skip In April: Deutsche Bank
Expect the ECB to lower its key benchmark rate 25bps to 2.50% on Thursday, making it a total 150bps of cuts since the easing cycle began....

Rosbel Durán
Mar 5, 2025


📝BoJ Policy Rate Could Rise To 2%: UBS
Japan's demographics and labor supply have increased and plateaued, with young people considered a "precious asset" but experiencing high...

Rosbel Durán
Mar 5, 2025


🏦📆 Six DM Central Banks Meet In March: Cable FX Macro
**As seen in Online Tools > FDTR, get access now! cablefxm.co.uk Monetary policy between Japan and the rest of the G10 is expected to...

Rosbel Durán
Mar 5, 2025


📆Thursday Docket Session: Sweden CPI, ECB, U.S. Jobless Claims
*As Seen in Online Tools > Calendar, gets access now! cablefxm.co.uk The economic calendar holds Swiss unemployment rate, Swedish prices,...

Rosbel Durán
Mar 5, 2025


🐍🦅Mexican Peso Holds Volatile Tuesday Session: Cable FX Macro
**As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk The chart grid below holds MXN crosses and share the same...

Rosbel Durán
Mar 4, 2025


⚠️❗️Macro Catalysts Over The Next 5 Sessions: Cable FX Macro
**As seen in Online Tools > Risk Map, get access now! cablefxm.co.uk Macro catalysts over the next five sessions include U.S. ISM...

Rosbel Durán
Mar 4, 2025


🏦📊Fed-ECB Spread Remains Positive Into Mid-2025: Cable FX Macro
**As seen in Online Tools > IRP, get access now! cablefxm.co.uk Recent weak economic data from the U.S. has pushed traders into pricing a...

Rosbel Durán
Mar 4, 2025


🧮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
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