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About: josephine

Recent Posts by josephine

Potential US-Iran Deal Spurs Rotation from AI and Semiconductors to Dow, Europe and Oil Importers

Potential US-Iran deal could spur rotation from crowded AI semis into laggards as oil risk fades.

Prospective US-Iran Deal May Fuel Rotation From AI Momentum Into Laggard Regions and Sectors

Prospective US-Iran deal could lower oil and inflation, spurring rotation from crowded AI winners into laggard regions.

UK factory-gate inflation holds at 4% in May, challenging Bank of England rate-cut bets

UK producer output prices rose 4% in May, sustaining factory-gate inflation and limiting Bank of England cuts.

UK Factory Gate Inflation Meets Forecast, Keeping BoE Rate-Cut Expectations on a Gradual Track

UK May PPI output rose 0.5% m/m, matching forecasts, keeping BoE cautious, supporting GBP and subdued FTSE volatility.

USD/JPY slips near 160.25 as Fed decision looms and BoJ hike fails to bolster yen

USD/JPY hovered near 160.25 ahead of Fed decision; BoJ hike failed, raising intervention risk and volatility.

Recent Comments by josephine

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