About: josephine
Recent Posts by josephine
ECB accounts flag upside inflation risks, keeping rate expectations elevated amid energy price uncertainty
ECB minutes highlight upside inflation risks, energy uncertainty, and potentially higher Eurozone rates, boosting volatility and hawkish surprises.
Fed minutes underscore hawkish hold as committee split keeps markets braced for data-driven volatility
Fed minutes show hawkish hold, split on hikes; inflation stubborn, jobs steady; expect volatility, positioning with options straddles.
Oil slides as US–Iran accord hastens Gulf supply return; ING sees Brent easing into 2027
Oil prices slide on faster Persian Gulf supply recovery; demand lags. Brent seen $80 Q3, risks remain.
Mexico inflation undershoots forecasts, bolstering Banxico rate-cut bets and weighing on peso carry trades
Mexico inflation cooled to 3.37% in June, boosting Banxico cut bets, favoring swaps, pressuring peso.
Mexico June Inflation Falls Sharply, Markets Price Banxico Rate Cut and Peso Weakness
Mexico June inflation fell 0.27% versus -0.13% forecast, boosting Banxico cut odds and pressuring peso.
