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📝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, 2025


📊💱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, 2025


🧮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, 2025


🇬🇧❗️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, 2025


❗️🇲🇽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, 2025


📊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, 2025


🏦📊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, 2025


📝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, 2025


📝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, 2025


💹⚖️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, 2025
🧮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, 2025


📊💱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, 2025


📝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, 2025


📝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, 2025


📝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, 2025


⚠️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, 2025


🧮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, 2025


📅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, 2025


⏰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, 2025


📝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, 2025
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