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About: josephine

Recent Posts by josephine

USD/CHF pares gains as Warsh dampens guidance, with NFP looming and geopolitics supporting dollar

USD/CHF dips after Warsh; Fed guidance unclear, NFP looms, volatility favored amid geopolitics and Swiss strength.

Fed’s Warsh rules out forward guidance, reaffirms 2% inflation resolve as markets weigh AI impact

Warsh rejects Fed forward guidance, prioritizes 2% inflation, weighing AI impacts; low VIX favors options ahead.

OCBC trims end-2026 gold and silver targets as higher real yields and firmer dollar weigh

OCBC cuts 2026 gold, silver forecasts on strong dollar, higher yields; maintains bullish medium-term outlook.

US Manufacturing PMI Miss Spurs Defensive Equity Hedges and Volatility Bets, Boosting Bond Appeal

US manufacturing PMI missed forecasts, signaling cooling growth; investors turn defensive, hedge volatility, rotate sectors, favor bonds, and short commodities.

Yen near 1986 lows as carry trades build and intervention risk grows around 165

Yen nears 1986 lows despite strong Tankan; crowded shorts and carry trades raise intervention, reversal risks.

Recent Comments by josephine

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