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About: josephine

Recent Posts by josephine

HSBC AM flags hawkish central banks as oil, China exports and US AI drive volatility

Higher oil, China exports, and US AI spending spur hawkish central banks; consider volatility hedges, tech spreads.

Tesla extends rally on US-Iran MoU hopes and SpaceX merger chatter, cup-and-handle watched

Tesla extends rally on US-Iran MoU optimism and SpaceX merger chatter; charts target $765, key supports.

Yen Slips as Risk Appetite Holds, Markets Brace for BoJ Hike and Uchida Guidance

Yen slides as risk-on dominates; BoJ hike seen dovish, sustaining USD/JPY strength amid intervention risk.

Dollar slips on US-Iran truce and Fed uncertainty as Hormuz reopens, oil slides

Dollar slides after US–Iran truce reopens Hormuz; risk-on, lower yields pressure DXY ahead of FOMC decision.

BBH Sees Riksbank Holding at 1.75%, Pushing Back on Year-End Hike Bets

BBH expects Riksbank to hold 1.75%, reject 2024 hike pricing, weakening SEK; suggests derivatives trades accordingly.

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