About: josephine

Recent Posts by josephine

US inflation surprise lifts dollar, while yield gap keeps USD/JPY dip-buying thesis intact

US inflation hits 3.7%, boosting dollar and yields; despite hawkish Japan talk, buy USD/JPY pullbacks.

US midterm vote looms as markets eye fiscal shift amid surging Treasury yields and inflation angst

US midterms November 3 may reshape fiscal policy, as rising inflation, higher yields heighten market volatility risks.

US jobless claims tick up to 199,000 as dollar index eases near 102

US jobless claims rose to 199K; continuing claims dipped, while the dollar index eased near 102.00.

US PPI accelerates to 6.3% as inflation surprise revives dollar momentum

US PPI jumped 6.3% y/y, 1.3% m/m, beating forecasts; markets reassess Fed, dollar, derivatives positioning.

US Retail Sales Ex-Autos Beat Forecast, Pushing Back Rate Cut Bets and Lifting Dollar Outlook

US retail sales ex-autos jumped 0.9% in September, beating forecasts, delaying rate cuts and boosting yields.

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