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📝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


📝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
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