As USD/CAD tariff premiums unwind, we find that USD/CAD is again dominated by the US-CA rate differential. We believe that both the Fed...

*As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk • Noting further room to upside in euro-dollar cross as risks on...

**As seen in Online Tools > IMM, get access now! cablefxm.co.uk • Leveraged funds built on their USD net short position, according to...

We have maintained our base case for four rate cuts in total this easing cycle since October last year.We continue to expect two further...

Our FX research team has noted that Norway, Switzerland, Canada, Sweden, the UK, Australia, and Israel have the largest US equity...

**AS SEEN IN RISK IN THE WEEK REPORT 05/16/25, GET ACCESS NOW! CABLEFXM.CO.UK • This week: • RBA Cash Rate decision • Inflation metrics...

**As seen in Risk In The Week 05/16/25, get access now! cablefxm.co.ukDuring its last meeting, the RBA decided to lower the cash rate...

• The chart below shows a range of trading strategies following technical signals on the Cable FX Macro Dollar Index. This post intends...

30 minutes after Banco de Mexico has decided on rates, the USD/MXN has ended lower on average. We're looking into the last two years of...

The world is still long US equities (or assets) and related FX rebalancing should continue to weigh on the dollar vs. the largest...

USD/MXN implied vols have been the most sensitive to tariff talk, with 1w vol whipsawing dramatically around major tariff events. Vols...

The MXN remains stable and with an appreciating bias mainly due to dollar weakness. This dynamic leaves Banxico with ample degrees of...

**As seen in Online Tools > IRP, get access now! cablefxm.co.uk The upper left chart shows the Fed-ECB curve, which is now positive after...

**As seen in Online Tools > IMM, get access now! cablefxm.co.uk The latest COT report showed leveraged funds trimming euro net longs to...

**AS SEEN IN ONLINE TOOLS > CAL, GET ACCESS NOW! CABLEFXM.CO.UK Economic calendar sees a batch of U.K. activity data, Norway output, U.S....

**As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk Bids on risk assets have sent the S&P 500 Index closer to 6,000,...

**As seen in Online Tools > Chart Grid, get access now! cablefxm.co.uk Noting euro heading into consolidation as it trades near 1.1200...

**AS SEEN IN ONLINE TOOLS > RISK MAP, get access now! cablefxm.co.uk An interactive risk map for the major macroeconomic events ahead is...

But we expect these overshoots to persist given the re-think around the US macro outlook and pencil in a 5% premium above fair value to...

Equity Euphoric Indicator: From sustained boom to abrupt bust: The Equity Euphoria Indicator (EEI) is a metric to gauge the level of...