About: josephine
Recent Posts by josephine
Energy Shock Spurs Hawkish ECB Repricing as Bund and OAT Yields Jump, Euro Edges Higher

Energy shock drives hawkish ECB repricing; gas surge lifts inflation fears, yields jump, euro rises, equities risk.
Written on July 9, 2026 at 1:25 pm
Categories: Live Updates
Oil and Gulf tensions lift US rate expectations, keeping dollar firm and unwinding EM carry trades

Oil spikes and Gulf tensions boost US rates and bolster hawkish Fed, firming dollar and unwinding carry trades.
Written on July 9, 2026 at 12:57 pm
Categories: Live Updates
OCBC sees US dollar rising 2–3% in second half of 2026 as oil and yields firm amid Middle East risks

OCBC sees USD up 2–3% in 2H26 on Middle East risks; >5% needs oil>$100 or overheating.
Written on July 9, 2026 at 12:55 pm
Categories: Live Updates
Yen Gains as Iran Tensions Weigh on Dollar; Markets Eye Fed Risks and BoJ Tightening

Yen strengthens as dollar weakens on Iran tensions, unanchored inflation fears; traders favor USD/JPY options hedges.
Written on July 9, 2026 at 12:27 pm
Categories: Live Updates
Goldman: Equity Rally Enters Earnings-Led Phase as AI Capex Broadens Beyond Big Tech

Goldman says rally now earnings-led, not multiple-driven; high rates demand profits, AI capex broadens beyond megacaps.
Written on July 9, 2026 at 12:25 pm
Categories: Live Updates
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