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🧮Hedge Funds Increased Bullish Dollar Position to A 3-Month High: Cable FX Macro
**As seen in Online Tools>IMM Positioning, get access now! cablefxm.co.uk The latest CFTC data showed leveraged money building on its...

Rosbel Durán
Nov 11, 2024


🎯Negative Inflation Impulse Pushes G10 Prices Below Target: Cable FX Macro
**As seen in Online Tools>Inflation Monitor, get access now! cablefxm.co.uk Our tracker of inflation impulse remains negative across the...

Rosbel Durán
Nov 11, 2024


📊💱G10FX Composite Model Tracks Best Performance Since April: Cable FX Macro
**As seen in Online Tools>Factors, get access now! cablefxm.co.uk/reports Heading into November, our G10FX composite model held the USD...

Rosbel Durán
Nov 11, 2024


🇺🇸💱Rand, EUFX Underperform The Most Prior to U.S. Election: Cable FX Macro
We're heading into a full week (or 5 sessions) of trading following the U.S. election, the results favoring President Trump and a...

Rosbel Durán
Nov 11, 2024


📝Downside Risks Emerging In The Euro Area: Nordea
The European Central Bank has cut its policy rate multiple times and have signalled that more interest rate cuts are coming. Inflation...

Rosbel Durán
Nov 11, 2024


📝USD/MXN Looks Offered On U.S. Election Unwinds: UBS Strategy
USD/MXN broke 19.89 and saw a quick gap down towards 19.82. The desk sees 19.89 as a likely trigger for some CTAs to cut USD/MXN longs....

Rosbel Durán
Nov 7, 2024


🏦🇺🇸Desk Commentary: FOMC November Rate Decision
BMO: Powell stressed that the Fed is still aiming to recalibrate policy as rates remain "restrictive". However, it doesn't want to move...

Rosbel Durán
Nov 7, 2024


📊💱Momentum Posts Worst Month Since July, Spread Leads Gains In October: Cable FX Macro
The historic negative relationship between the spread and momentum factor played out in October, as the latter posted its worst month...

Rosbel Durán
Nov 5, 2024


⚠️Rates And Chinese Assets Most Sensible to Trump Win: Cable FX Macro
A regression looking back to early May using Polymarket data gives us a hint to what assets are most likely to move on a Trump victory. A...

Rosbel Durán
Nov 5, 2024


📅Thursday Session Docket: U.S. Personal Spending, Core PCE, Canada GDP
**As seen in Online Tools > Eco Calendar, get access now! cablefxm.co.uk Busy Thursday as we are set to see Canada GDP growth, and...

Rosbel Durán
Oct 31, 2024


❗️Risk In The Week: BoJ October Monetary Policy Decision
**As seen in Risk In The Week report, get access now! cablefxm.co.uk The Bank of Japan left the overnight call rate unchanged at 0.25% in...

Rosbel Durán
Oct 30, 2024


📝UST 10yr Break Above Resistance to Trigger A Minor Buy Signal: ING Strategy
• The overall picture in the hourly chart is improving after a very weak period. On Tuesday, prices finally broke above the upper end of...

Rosbel Durán
Oct 30, 2024


📝There Is Less Than 5% Chance Of A Weak NFP Print Based On The ADP: Scotiabank
US ADP private payrolls were up by 233k in October. This morning’s estimate signals that Friday’s nonfarm payrolls could be firmer than...

Rosbel Durán
Oct 30, 2024


📝Reeves Deliver A 'Big State Budget': Rabobank
With the mini-Budget disaster still fresh, and given that the UK is being beholden to financial markets due to its structural twin...

Rosbel Durán
Oct 30, 2024


📝Pencil In A 50% Chance Of BoJ December Rate Hike: ING
At next week’s meeting, the BoJ is expected to take a breather, but we need to watch how the BoJ interprets the recent price dynamics and...

Rosbel Durán
Oct 26, 2024


🧮Hedge Funds USD Net Long Built Higher This Week: Cable FX Macro
**As seen in Online Tools > IMM, get access now! cablefxm.co.uk/reports Using the weekly CFTC data, our calculation for the broad dollar...

Rosbel Durán
Oct 26, 2024


📊Australia Now Leads Macro Sentiment Ranking: Cable FX Macro
**As seen in Online Tools > Eco Board, get access now! cablefxm.co.uk/reports This week, we will see Q3 GDP advanced metrics from the...

Rosbel Durán
Oct 26, 2024


📝 Mexican Peso Could Weaken Above 21.0 On A Trump Win: Barclays
Trump’s comments about slapping tariffs on the auto sector warrant further weakness in the peso initially, even if this is ultimately a...

Rosbel Durán
Oct 25, 2024


🐍🦅Mexican Peso Softens Into 20.0 vs Dollar: Cable FX Macro
**As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk The Mexican peso traded weaker on Friday session to hit 20.0 vs...

Rosbel Durán
Oct 25, 2024


⚠️📆U.S. Activity Data And BoJ Ahead: Cable FX Macro Risk Map
**As seen in Online Tools > Risk Map, get access now! cablefxm.co.uk The week ahead holds U.S. 3Q GDP advance readings, core PCE, jobs...

Rosbel Durán
Oct 25, 2024
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