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⚠️❗️U.S. GDP, SNB, Riksbank Ahead: Risk Map
**As seen in Online Tools > Risk Map, get full access now! Major macroeconomic events ahead provided by the Risk Map U.S. GDP: The US...

Rosbel Durán
Sep 18


🥝NZD Favoured By Carry, Pressured By Momentum: Cable FX Macro
New Zealand's Q2 GDP growth disappointed (below expectations), alongside a contracting services sector and Business NZ PMI at 49.9...

Rosbel Durán
Sep 18


📝See BoJ Rate Hike In January 2026: MUFG
We expect BoJ will leave policy rate on hold at 0.50% this week, with more time needed to determine impact of US tariffs Focus will be on...

Rosbel Durán
Sep 18


📝We Now Expect A BoE Rate Cut In Early 2026: Rabobank
The Bank of England held Bank Rate at 4.00%, with a 7-2 vote split; Dhingra and Taylor favoured a 25bp cut, as expected. The annual...

Rosbel Durán
Sep 18


❗️📝Risk In The Week Round Up
**As seen in Risk In The Week report 09/13/25, get full access now! FOMC Rate Decision: The Federal Reserve opted to hold the federal...

Rosbel Durán
Sep 18


📝Fed Economic Outlook Faces Stagflation: Rabobank
We expect the FOMC to reduce the target range by 25bp from 4.25-4.50% to 4.00-4.25% at the meeting on September 16-17. This is fully...

Rosbel Durán
Sep 16


📈Desk Buys EUR/USD Into FOMC: Cable FX Macro
**As seen in Online Tools > IMM, get full access now! Despite the weekly reduction, the euro remains heavily favored by speculators,...

Rosbel Durán
Sep 15


🧮Hedge Funds Trim Yen Net Short: Cable FX Macro
**As seen in Online Tools > IMM, get full access now! Speculators reduced net long exposure to the USD across most currencies, with the...

Rosbel Durán
Sep 15


🏦📊Market Prices In 90% Chance Fed Delivers 75Bps Of Rate Cuts Into December: Cable FX Macro
**As seen in Online Tools > IRP, get full access now! Probability of a 25 bp cut (to 4.00%-4.25%): Approximately 90%. This would bring...

Rosbel Durán
Sep 15


🇺🇸❗️Cable FX Macro Weekly Note: U.S. August Retail Sales
**As seen in Risk In The Week report 09/13/25, get full access now! Overall, retail sales showed resilience despite challenges like a...

Rosbel Durán
Sep 15


📝Revising BoC Sept. Call to Rate Cut From Unchanged: Rabobank
We have changed our September Bank of Canada forecast from a no change decision to a 25bp cut from 2.75% to 2.50%. This decision is...

Rosbel Durán
Sep 15


📝Expect Solid Demand For Mexican Supply This Week: Banorte IXE
Recent economic data has reinforced expectations for a Fed rate cut next week. Markets are fully pricing-in a 25bps cut on September...

Rosbel Durán
Sep 15


📝 Revising EUR/USD Forecast Higher: Commerzbank
There is a significant risk that the US government will succeed in undermining the Fed's independence. Our US experts are taking this...

Rosbel Durán
Sep 15


📝See Lower Median Fed Funds Rate Projections For 2025/2026: Wells Fargo
The lower median projections for the fed funds rate in 2025 and 2026 could be fostered by a more dovish composition of the Committee if...

Rosbel Durán
Sep 15


📝Holding BoC Hold Call With Low Conviction: RBC
We look for the economy to recover in Q3 as trade balance improves, and gross domestic product growth to become positive after...

Rosbel Durán
Sep 15


📝Expect Softer GBP vs EUR And USD: Rabobank
The debt markets of Japan, France, the US and the UK have all been in the headlines in recent months. Within this group, the UK has...

Rosbel Durán
Sep 9


📝New French Election Unlikely to Change Parliament Arithmetic: Barclays
Meanwhile, in France, the main opposition parties have confirmed they will vote against the government in the confidence vote next week...

Rosbel Durán
Sep 9


📊💱G10FX Carry Factor Underperforms In August: Cable FX Macro
**Online Tools > FX Factors, get full access now! Carry strategies experienced a slight underperformance in August as the USD's decline...

Rosbel Durán
Sep 9


🧮Hedge Funds Added USD Longs Into Non Farm Payrolls: Cable FX Macro
**Online Tools > IMM, get full access now! The most recent Commitment of Traders (COT) data provides significant insights into market...

Rosbel Durán
Sep 9


🇬🇧❗️Cable FX Macro Weekly Note: U.K. July GDP Growth
**As seen in Risk In The Week report 09/07/25, get full access now! June's 0.4% growth helped avert a Q2 flatline, with GDP 4.5% above...

Rosbel Durán
Sep 9
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