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📝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


📝Mexico Nearshoring Will Continue to Be An Opportunity: BBVA
The opportunity for nearshoring in Mexico is still alive and may even strengthen. Despite the threat of tariffs from the current US...

Rosbel Durán
Feb 4, 2025


⚠️❗️Macroeconomic Catalysts Ahead: Cable FX Macro Risk Map
**AS SEEN IN ONLINE TOOLS > RISK MAP, get access now! cablefxm.co.uk Filter and download major economic events for the month of February

Rosbel Durán
Feb 4, 2025


🏦📊ECB Pricing Does Not Support EUR/USD Higher: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IRP, get access now! cablefxm.co.uk Monetary divergence is most evident in the euro area, given swap pricing....

Rosbel Durán
Jan 22, 2025


📈Risk Assets Trade Range Bound During Most Of H1: Cable FX Macro
I'm noting E-mini futures posting gains for a third straight session above 6,000.0 as the intramonth lows were rejected, risk assets...

Rosbel Durán
Jan 22, 2025


📝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, 2025


📝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, 2025


📊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, 2025
⚠️💱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, 2025


🏦📆 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, 2025


🧮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, 2025


⚠️❗️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, 2025


💱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, 2025


📝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, 2025


📝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, 2025


📆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, 2025
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