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About: josephine

Recent Posts by josephine

South Africa inflation undershoots forecasts, bolstering SARB pause bets and reshaping rand outlook

South Africa’s May CPI rose 4.5%, below expectations, easing SARB hike pressure, reshaping rates, rand, equities outlook.

Šimkus flags upside inflation risks as markets price another ECB rate rise, lifting euro support

Šimkus warns upside inflation risks; expects another ECB hike, supporting euro, boosting rates, volatility-trade opportunities.

NZD/USD retreats ahead of Fed decision as US–Iran talks lift volatility expectations

NZD/USD dips near 0.5820 ahead of Fed; hawkish risks compete with US-Iran peace deal optimism.

BNY iFlow Flags Dollar Demand Tied to Fed Rate Outlook as Commodity Currencies Face Selling

BNY iFlow shows dollar demand tied to Fed rate expectations; commodity FX sold; North Asian currencies selectively bought.

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.

Recent Comments by josephine

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