About: josephine

Recent Posts by josephine

US Factory Orders Fall in June, Stoking Rate-Cut Bets and Heightening Volatility Across Markets

US factory orders dipped 0.3% in June, missing forecasts, signaling cooling demand and shifting trader positioning.

Mexico consumer confidence rises in July, adding to pressure on Banxico easing and supporting peso carry trade

Mexico’s consumer confidence rose to 45 in July, boosting peso and equities outlook, complicating rate cuts.

Bessent Signals Hormuz Reopening Talks, Sending WTI Lower as Geopolitical Premium Unwinds

Bessent says Strait of Hormuz talks may finish soon; oil drops, volatility expected to fall further.

Trump team weighs Fed FIMA repo use to bolster yen and limit Treasury market disruption

Trump team may urge Fed FIMA repo use to aid yen, limiting Treasury sales and volatility.

US and Japan intervene to bolster yen as carry trade unwind threatens global liquidity swings

US-Japan intervene to prop yen; ESF and FIMA boost dollar liquidity amid carry-trade unwind risks.

Recent Comments by josephine

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