About: josephine
Recent Posts by josephine
DBS Flags Tactical Duration Opportunity in Indian Gilts as Geopolitics Lifts Asia Yields
Geopolitical jitters lifted Asian yields; DBS sees India’s sell-off as macro overreaction, favoring 10-year duration entry.
USD/JPY slips as softer dollar lifts yen, with intervention risk and oil-driven inflation in focus
USD/JPY dips near 162.45; intervention risk rises, while wide US-Japan rate gap and oil strengthen dollar.
Koruna weakens as CNB tracks ECB, fuelling calls for domestic stimulus and policy divergence
Koruna weakens despite CNB tracking ECB; falling inflation may enable divergence, stimulus hopes fueling bullish EUR/CZK trades.
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.
