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❗️🇲🇽Cable FX Macro Weekly Note: Mexico August Consumer Prices
**As seen in Risk In The Week report 09/07/25, get full access now! Headline inflation eased to 4.58% year-over-year (y/y), down from...

Rosbel Durán
Sep 8


📊Half of G10 Report Inflation Below Target: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IFMO, GET FULL ACCESS NOW! As of September 2025, inflation across the G10 has largely cooled from 2022 peaks...

Rosbel Durán
Sep 8


🏦📊Traders Now Price In 140Bps Of Fed Easing Over The Next Year: Cable FX Macro
**AS SEEN IN ONLINE TOOLS > IRP, GET FULL ACCESS NOW! The next FOMC meeting is September 16-17, 2025, with decisions announced at 2:00...

Rosbel Durán
Sep 8


📝Revising USD/SEK Forecast Lower: Commerzbank
If something unexpected happens between now and the next meeting at the end of the month, the Riksbank could cut the policy rate in...

Rosbel Durán
Sep 3


📝Fiscal Differentiation Has Been Alpha Theme In FX: J.P. Morgan
Fiscal differentiation has been an alpha theme in FX this year. Away from the broad dollar story, owning the likes of CHF, NOK, SEK and...

Rosbel Durán
Sep 3


💹⚖️Yen, Treasuries Correlation At Lowest Level In More Than A Year: Cable FX Macro
The USD/JPY pair has typically exhibited a positive correlation with US Treasury yields, especially since the early 2000s. When US yields...

Rosbel Durán
Sep 3
🧮Hedge Funds Reflect Carry Trade Positioning: Cable FX Macro
**As seen in Online Tools > IMM Positioning, get full access now! Leveraged funds showed mixed sentiment across currencies. They...

Rosbel Durán
Aug 26


📊💱Volatility Factor Underperforms in August: Cable FX Macro
**As seen in Online Tools > FX Factors, get full access now! Historically, August is a month associated with increased stock market...

Rosbel Durán
Aug 26


📝Expect Dollar to Remain Resilient Into Year-End: Rabobank
Despite the easing of market tensions in early summer, the USD remained on the back foot and was not following the lead of short-term...

Rosbel Durán
Aug 26


📝Downgrading Our JPY View, See USD/JPY At 146 In 3Q: J.P. Morgan
In DM, stay short USD vs. EUR, Antipodeans, CAD and JPY, the latter as a defensive hedge. Stay overweight Scandi FX vs. EUR on cheap...

Rosbel Durán
Aug 26


📝Trade Composition Is Shifting Significantly: Barclays
The composition is shifting significantly. For example, many of the US's major trading partners, including Japan, Korea, China, Canada,...

Rosbel Durán
Aug 26


⚠️Jackson Hole Symposium, Riksbank, Japan Inflation Ahead: Cable FX Macro
**As seen in Online Tools > Risk Map, get full access now! Our macro catalysts map for the week ahead flags FOMC meeting minutes, the...

Rosbel Durán
Aug 19


🧮Hedge Funds Build Dollar Net Long Position: Cable FX Macro
**As seen in Online Tools > IMM Positioning, get full access now! The latest week has shown a notable increase in the positioning of...

Rosbel Durán
Aug 19


📅Wednesday Session Docket: U.K. CPI, FOMC Minutes, Riksbank
**As seen in Online Tools > Calendar, get full access now! The economic calendar for Wednesday August 20 holds U.K. inflation figures,...

Rosbel Durán
Aug 19


⏰Sterling Sees Most Gains, Higher Range During EU Session: Cable FX Macro
**As seen in Online Tools > FX Session, get full access now! The range and average performance metrics outlined below utilize the dollar...

Rosbel Durán
Aug 19


📝Revising China 2025 GDP Forecast to 5.0%: Natixis
Without stronger and more lasting stimulus measures, particularly the ones targeting service consumption, sustaining the momentum from...

Rosbel Durán
Aug 19


📝 JGB Liquidity Decline to Amplify Rise In Yields: MUFG
The JGB market is now factoring in more than just fiscal expansion. Indeed, investors are also wary of a renewed drop in liquidity. Even...

Rosbel Durán
Aug 19


💹USD/JPY Pricing Opposition Win On Sunday: Cable FX Macro
**As seen in Online Tools > Chart Grid, get full access now! cablefxm.co.uk Yen crosses remain within recent range as election risks push...

Rosbel Durán
Jul 18


⚠️💱Global FX Vol Tends to Bottom In July: Cable FX Macro
During the summer, especially in July and August, trading activity typically declines as numerous market participants, such as...

Rosbel Durán
Jul 18


📝Trade Flow Data Shows China Hit The Most: RBC
we’re seeing early signs of movements. China was hit with the most punitive tariffs of all U.S. trade partners again, and saw a steep...

Rosbel Durán
Jul 16
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