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About: josephine

Recent Posts by josephine

Šimkus flags upside inflation risks as markets price another ECB rate rise, lifting euro support

Šimkus warns upside inflation risks; expects another ECB hike, supporting euro, boosting rates, volatility-trade opportunities.

NZD/USD retreats ahead of Fed decision as US–Iran talks lift volatility expectations

NZD/USD dips near 0.5820 ahead of Fed; hawkish risks compete with US-Iran peace deal optimism.

BNY iFlow Flags Dollar Demand Tied to Fed Rate Outlook as Commodity Currencies Face Selling

BNY iFlow shows dollar demand tied to Fed rate expectations; commodity FX sold; North Asian currencies selectively bought.

Potential US-Iran Deal Spurs Rotation from AI and Semiconductors to Dow, Europe and Oil Importers

Potential US-Iran deal could spur rotation from crowded AI semis into laggards as oil risk fades.

Prospective US-Iran Deal May Fuel Rotation From AI Momentum Into Laggard Regions and Sectors

Prospective US-Iran deal could lower oil and inflation, spurring rotation from crowded AI winners into laggard regions.

Recent Comments by josephine

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