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📝A Trump Hard Scenario Would Hit EU GDP By 1.7pp: ABN Amro
The eurozone exports around €460bn annually to the US, which is 16% of total extra-EZ exports, and 4% of GDP. European Commission sources...

Rosbel Durán
Sep 26, 2024


📝See Further Downside In CGB Yields: OCBC
PBoC net withdrew CNY231.6bn of liquidity via OMOs this morning upon heavy maturities; nevertheless, part of the 7-day liquidity has been...

Rosbel Durán
Sep 26, 2024


🏦📊RBNZ OCR Decision Next In The Docket: Cable FX Macro
**As seen in Online Tools > Key Rates, become a member and get full access at cablefxm.co.uk/reports We recently received central bank...

Rosbel Durán
Sep 26, 2024


🏦🇲🇽Mexico Assets Trade Within Ranges After Banxico Cuts Rates: Cable FX Macro
**As seen in Online Tools > Chart Grid, become a member and get full access at cablefxm.co.uk/reports An initial spike in the stronger...

Rosbel Durán
Sep 26, 2024


💹G10FX/JPY Trends Higher On High-Beta: Cable FX Macro Trend Tracker
**As seen in Online Tools > G10FX Trend Tracker, subscribe at cablefxm.co.uk/reports Looking at a relative FX spot performance vs last...

Rosbel Durán
Sep 26, 2024


🏦🔻Market Adds to Bets Of Another 50Bps Fed Rate Cut: Cable FX Macro
Fed pricing has gained speed since last week's oversized interest rate cut. However, brakes must be checked as the market may be getting...

Rosbel Durán
Sep 24, 2024


🔺🔻Antipodes Starting to Look Overextended: Cable FX Macro
Looking at a range of metrics, including the spot deviation vs its 20DMA, the aussie and the kiwi are starting to check for overextended...

Rosbel Durán
Sep 24, 2024


🇺🇸🔺Labor Market Gap Points to Higher Jobless Rate: Cable FX Macro
The U.S. Conference Board consumer confidence data dipped below market estimates, this morning's data showed the Fed's September move may...

Rosbel Durán
Sep 24, 2024


📝More Is Needed For Chine to Achieve 5% Target: J.P. Morgan
Overall, policy adjustment has been gradual and calibrated. More is needed to achieve the 5% growth target, beyond what we have priced in...

Rosbel Durán
Sep 24, 2024


❗️🖥️New Cable FX Macro Addition: Economic Board
**As seen in Online Tools > Eco Board, subscribe at cablefxm.co.uk/reports The Cable FX Macro Economic Board provides a summary of...

Rosbel Durán
Sep 23, 2024


📊💱New Cable FX Macro Addition: G10FX Factor Tracker
**As seen in Online Tools > Factors, subscribe at cablefxm.co.uk/reports G10FX Factors are published by Cable FX Macro Strategy and...

Rosbel Durán
Sep 23, 2024


⛔️📈2-Year, USD/JPY Top Precede Risk Correction: Cable FX Macro
Like any other indicator, regardless of its type, it should be approached with caution. Conditions vary across the sample, not every time...

Rosbel Durán
Sep 20, 2024


💵🔻Volatile Week For The Dollar Ends In Losses: Cable FX Macro
The dollar is posting a second consecutive weekly loss after major central bank decisions. Declines were contained, the Cable FX Macro...

Rosbel Durán
Sep 20, 2024


💱Textbook G10FX Carry Kicks In On Friday Session: Cable FX Macro
Now that we have the FOMC, BoE, and BoJ out of the way, the G10FX is seen trading in favour of high-yielding currencies while...

Rosbel Durán
Sep 20, 2024


⚠️❗️ Activity Indicators And Central Bank Decisions Ahead: Cable FX Macro
**As seen in Tools > Risk Map, cablefxm.co.uk/reports Next week's risk event list holds central bank decisions from Switzerland, Sweden,...

Rosbel Durán
Sep 19, 2024


📈Risk Supported On FOMC, NOK And AUD Gain: Cable FX Macro
**As seen in Online Tools > Chart Grid, subscribe at cablefxmco.uk/reports Track your watch list historic prices using our chart grid...

Rosbel Durán
Sep 19, 2024


⚠️💱Mexican Peso Vols Rise Into U.S. Election: Cable FX Macro
Broadly speaking, cross-asset risk has welcomed the Fed's 50bps rate cut, this is being reflected in FX vols mostly offered on Thursday...

Rosbel Durán
Sep 19, 2024


🏦🇺🇸Desk Commentary: FOMC September Meeting
MUFG: The dollar's recovery after the Federal Reserve cut interest rates by 50 basis points, as some expected, is unlikely to last as the...

Rosbel Durán
Sep 19, 2024


📊💱Momentum Factor Outperforms, Carry Lags: Cable FX Macro
A snapshot of our factor performance is due as key data is out of the way. As of last week close, all factors posted gains except carry,...

Rosbel Durán
Sep 16, 2024


🔻💵Dollar Eyes YTD Lows, Falls 0.5% On The Week: Cable FX Macro
Mixed dollar trading on the week sent the greenback lower to meet its 2024 lows. The G10 saw the yen outperform peers while the Swiss...

Rosbel Durán
Sep 16, 2024
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