About: josephine
Recent Posts by josephine
Trump signals restraint on Iran, easing oil risk premium and pulling dollar lower
Trump signaled restraint toward Iran, easing escalation fears; dollar steadied and oil fell, prompting bearish oil trades.
US Case-Shiller Home Prices Top Forecast, Adding to Fed Higher-for-longer Rate Risks
Case-Shiller home prices rose 1.6% YoY in May, beating forecasts, reinforcing higher-for-longer rates and volatility.
US house prices outpace forecasts, fuelling higher-for-longer rate expectations and bolstering the dollar
US Housing Price Index rose 0.3% in May, beating forecasts, bolstering higher-for-longer rates and hedging strategies.
US Wholesale Inventories Rise 0.3% in June, Stoking GDP and Demand Concerns
June US wholesale inventories rose 0.3%, beating 0.2% forecasts, signaling softer demand, lower yields, and hedging.
Brazil IPCA-15 inflation undershoots forecasts, fuelling Selic cut bets and prompting market repositioning
Brazil’s IPCA-15 rose 0.06% in July, below forecasts, shifting rate, FX and equity positioning.
