About: josephine
Recent Posts by josephine
ING warns UK inflation risks keep sterling rates sensitive as markets price higher BoE terminal rate
Sterling rates remain highly sensitive to inflation and fiscal plans, as markets reprice BoE expectations quickly.
Nordea: Softer euro zone inflation dims July ECB hike odds as markets price a prolonged hold
Nordea: softer eurozone June inflation lowers July ECB hike odds, but sticky core and wages pose risks.
Brazil manufacturing PMI returns to expansion in June, raising Ibovespa and real prospects, complicating rate-cut bets
Brazil’s manufacturing PMI rebounded to 50.8 in June, signaling growth, boosting equities, real, and rate-cut doubts.
OCBC flags modest dollar upside as Warsh, US payrolls and ECB caution shape policy divergence
OCBC sees modest USD upside as Warsh, payrolls, and steady labor data contrast with softer ECB stance.
HSBC keeps overweight US equities as AI-driven earnings growth broadens beyond big tech
HSBC says AI-driven earnings growth is broadening beyond tech, supporting US equities; sees pullbacks as buys.
