About: josephine
Recent Posts by josephine
US import prices jump to 6.7% as Fed rate-cut bets fade, equities and yields swing
US import price inflation surged to 6.7%, dampening rate-cut odds, raising volatility, supporting dollar, pressuring equities and bonds.
US Export Prices Accelerate to 11.2%, Bolstering Hawkish Fed Bets and Dollar Upside
US export prices rose 11.2% in May, signaling inflation, hawkish Fed expectations, higher yields, stronger dollar.
Canadian investors turn net sellers of foreign securities in April, boosting Canadian dollar outlook
Canada turned net seller of foreign securities in April, signalling capital repatriation that could strengthen the loonie.
US building permits undershoot forecasts, raising cooling signals for housing and short-term rate expectations
May US building permits slipped to 1.413m, signaling cooling housing demand; favors rate-neutral trades, hedges, and shorts.
US Building Permits Slip in May, Signalling Cooling Housing Pipeline and Dimming Builder Sentiment
US building permits slipped 0.7% in May, signaling cooling housing momentum and prompting defensive sector positioning.
