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About: josephine

Recent Posts by josephine

BNY Sees Seasonal Post-Sintra EUR/USD Lift as ECB Hawkishness Fades Quickly

Sintra hawkishness often lifts EUR/USD in late June/early July; fade follows. Consider short-dated euro calls.

Magnificent Seven concentration risk revives focus on economic moats and options hedging strategies

Magnificent Seven dominate S&P 500, raising concentration risk; focus on economic moats and hedging strategies.

USD/JPY tests 2024 highs near 162 as retail sales boost BoJ tightening expectations

USD/JPY breaks consolidation, retests 2024 highs at 162.00–162.40; bullish bias targets 163.70–164.40.

Heatwaves Seen as Structural Drag on Eurozone Growth, Lifting Inflation Risks and Pressuring the Euro

Recurring heatwaves become structural Eurozone drag, cutting output, disrupting supply chains, lifting food inflation, weakening euro.

Softer US PCE Cools Fed Hike Bets, Weighing on Dollar as Payrolls Loom

Softer US PCE cooled Fed hike bets, weakening dollar and yields; payrolls, Warsh speech may spark volatility.

Recent Comments by josephine

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