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About: josephine

Recent Posts by josephine

Markets await renewed US–Iran negotiations as Middle East tensions and Strait of Hormuz disruption weigh on dollar

Markets tracked Middle East risks, awaited Iran–US talks; dollar eased, equities fell, oil rose, gold steady.

BNP Paribas expects China’s growth to ease after 5% GDP, as exports outpace weak domestic demand

BNP Paribas sees China Q1 2026 GDP at 5.0%, K-shaped recovery, weak demand, supportive policy.

Commerzbank’s Ghose expects faster lira losses if Turkey’s central bank delays hikes as inflation expectations rise

Commerzbank warns lira risks as inflation expectations rise, reserves fall; expects tightening, else USD/TRY climbs Wednesday.

Societe Generale says BCB views the March Selic 25bp cut as calibration, limiting Real support

BCB framed March’s 25 bp Selic cut as calibration, prioritising 3% inflation; future adjustments depend on data.

China’s PBoC kept interest rates at 3%, matching market expectations and offering no surprise changes

PBOC held interest rates steady at 3%, matching expectations, signaling no policy change and offering no details.

Recent Comments by josephine

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