top of page
Search


📝EUR/GBP Set For A Leg Higher: Danske Bank
Since our last update, the pressure on GBP has mounted as the UK economy has showed more pronounced signs of weakness and geopolitical...

Rosbel Durán
Jun 23


📝Core Inflation Complicates Banxico's Outlook: Scotiabank
Banco de México is widely expected to cut its overnight rate by another 50bps on Thursday. Our Mexican economists agree. That would take...

Rosbel Durán
Jun 23


🇨🇦❗️Cable FX Macro Weekly Note: Canada May Consumer Prices
**As seen in Risk In The Week report, get full access now! cablefxm.co.uk Canada's inflation rate fell to 1.7% year-over-year, down from...

Rosbel Durán
Jun 23


🇺🇸❗️U.S. Inflation Seen Rising Back to 5% On Higher Oil: Cable FX Macro
Are we set to get a second wave of inflation as Middle East conflicts keep oil trading higher? Most of OPEC's spare capacity is located...

Rosbel Durán
Jun 22


🛢️🔺Crude Oil Risks Spiking Higher On U.S. Strikes: Cable FX Macro
Another day of crude oil volatility is registered on Monday open after the U.S. attacked Iranian nuclear facilities. Crude oil futures...

Rosbel Durán
Jun 22


❗️📝Cable FX Macro Weekly Note
**As seen in Risk In The Week report 06/20/25, get full access now! cablefxm.co.uk This week's previous: Canada CPI Australia CPI Japan...

Rosbel Durán
Jun 22


📝U.S. Growth Projected to Decline In 2025: J.P. Morgan FX Strategy
The main anchors of our bearish USD view remain unchanged and help sift through the barrage of headlines, specifically, US growth...

Rosbel Durán
Jun 19


📝See Renewed Interest For MXN Carry Attractiveness: Rabobank
Many USD/MXN correlations deteriorated over the past few months given elevated market uncertainty. However, as tensions cool and Mexico’s...

Rosbel Durán
Jun 19


📝❗️Cable FX Macro Weekly Note
**As seen in Risk In The Week report 06/13/25, get full access now! cablefxm.co.uk Don't miss out on the risk events for the week ahead....

Rosbel Durán
Jun 19


🏦📊Fed Now Holds Highest Policy Rate In G10: Cable FX Macro
**As seen in Online Tools > FDTR, get full access now! cablefxm.co.uk It has been a busy week in geopolitics and central banking, hug a...

Rosbel Durán
Jun 19


🛢️💱Dollar And Yuan Most Sensitive Currencies to Crude Oil: Cable FX Macro
The recent spark in geopolitical risk premiums has been isolated to crude oil prices so far, this isn't surprising given the importance...

Rosbel Durán
Jun 19


🏦🇨🇭Cable FX Macro Weekly Note: SNB Q2 Monetary Policy Decision
**As seen in Risk In The Week report 06/15/25, get full access now! cablefxm.co.uk The SNB rate cut was in line with market expectations,...

Rosbel Durán
Jun 18


🇬🇧❗️Cable FX Macro Weekly Note: U.K. May Consumer Prices
**As seen in Risk In The Week report 06/15/25, get full access now! cablefxm.co.uk U.K. April inflation was reported at 3.5% Y/y, up from...

Rosbel Durán
Jun 17


🏦❗️Cable FX Macro Weekly Note: FOMC June Monetary Policy Meeting
**As seen in Risk In The Week report 06/15/25, get full access now! cablefxm.co.uk At the May meeting, the Federal Open Market Committee...

Rosbel Durán
Jun 17


📝Expect Only One Fed Rate Cut In 2H: Rabobank
We expect the FOMC to keep the target range for the federal funds rate unchanged at 4.25-4.50% on June 18. The formal FOMC statement and...

Rosbel Durán
Jun 17


💶⚠️Euro Risk Reversals Do Not Favour Further Upside: Cable FX Macro
One has to give credit to the euro resilience on the latest global/geopolitic risks for holding ground against the dollar and the Swiss...

Rosbel Durán
Jun 17


💵⚠️Dollar, Volatility Correlation At Most Negative On Record: Cable FX Macro
The correlation coefficient between a measure of the dollar and the volatility benchmark dipped to the most negative on record. A figure...

Rosbel Durán
Jun 16


🏦🇯🇵Cable FX Macro Weekly Note: BoJ June Monetary Policy Meeting
**AS SEEN IN THE RISK IN THE WEEK, GET ACCESS NOW! CABLEFXM.CO.UK The BoJ’s Policy Board voted unanimously to maintain the short-term...

Rosbel Durán
Jun 16


📝BoJ May Slightly Taper Bond Purchases In FY26: MUFG
BoJ likely to leave policy rate at 0.5% at June MPM amid highly uncertain out look. We do not expect any changes to existing plans for...

Rosbel Durán
Jun 16


📝Scandies, CHF, Antipodeans Less Indebted Than Japan, U.S., U.K.: J.P. Morgan
Within DM, CHF, Scandis and the Antipodeans rank well on relative indebtedness metric in contrast to GBP, USD and JPY which are on the...

Rosbel Durán
Jun 11
bottom of page