About: davin

Recent Posts by davin

Broadcom and CrowdStrike slide after earnings beats as investors reset AI expectations

Broadcom, CrowdStrike beat estimates yet sank; lofty AI expectations cap upside, favor volatility-focused option strategies.

South Korea FX Reserves Slip in May as Won Support Efforts Cap USD/KRW Upside

South Korea’s FX reserves fell $0.89bn in May, hinting dollar-selling intervention; favor capped-upside USD/KRW call spreads.

Dallas Fed’s Logan flags mid-2% inflation, warns markets may be underpricing potential rate rise

Dallas Fed’s Logan warns inflation stuck mid-2s may force rate hikes; markets complacent, favor USD and hedges.

Dollar firms on upbeat ISM services data; euro and sterling slip as gold retreats, oil climbs

Dollar firms on strong ISM PMI and higher yields; euro, pound weaken, gold drops, WTI gains.

Philippines inflation seen topping 8%, fuelling expectations of further BSP rate hikes and peso support

Philippines inflation may exceed 8% on food, fuel, weak peso; BSP likely hikes, boosting volatility and trading strategies.

Recent Comments by davin

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