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About: josephine

Recent Posts by josephine

Markets brace for BEA’s US core PCE methodology revision, with limited impact on inflation trend

BEA revises PCE methodology Sept 30; core May 2026 ~15bp lower, minimal impact; traders anticipate volatility, mispricings.

WTI tops $90 as Hormuz tension lifts supply fears and options traders turn to spreads

WTI surges above $90 on US-Iran tensions; supply disruption fears grow; traders favor spreads amid overbought signals.

TD Securities sees oil-driven July Fed hike pricing as overstated, backs receiving July OIS

TD Securities sees July Fed hike pricing overdone; recommends receiving July OIS amid oil-driven geopolitical risk.

EUR/GBP Slips as ECB Holds Rates, Markets Price September Hike Amid Energy and UK Uncertainty

EUR/GBP slipped near 0.8530 after ECB held rates; September hike expectations rise, boosting volatility and hedging.

Commerzbank Sees Banxico Rate-Hike Bets Unwinding as Softer US Dollar Pulls USD/MXN Lower

Commerzbank sees limited Banxico tightening; expects repricing of hike bets, softer dollar and supportive trade to cap USD/MXN.

Recent Comments by josephine

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