About: josephine
Recent Posts by josephine
Week Ahead: Peace or Hike?
Tuesday’s Iran peace talks set the first direction, then US Core PCE and US CPI decide whether inflation pressure forces a tougher rates path. | VT Markets
Natural Gas Stays Weak Despite Iran Risk
US natural gas holds near $2.84 as mild weather, a 36 Bcf storage injection, and maxed-out LNG exports cap the Iran risk premium. | VT Markets
Intel’s Ireland Fab Deal Reshapes the Recovery Narrative
Intel’s $14.2 billion move to repurchase Apollo’s stake in Fab 34 has changed the tone around the stock. Full ownership of a key Ireland fab strengthens the recovery story, but the next question is whether that stronger narrative can be backed by better results, margins, and execution in the quarters ahead. l VT Markets
USDJPY Holds as BOJ Doubt Keeps Yen Weak
USDJPY holds near 159.6 as BOJ uncertainty, oil risk and intervention warnings keep the yen under pressure. | VT Markets
USDCNH Slips as Hormuz Hopes Lift Yuan
USDCNH eases to 6.88 as Hormuz reopening hopes improve sentiment, though China’s March PMI slowdown limits yuan upside. | VT Markets
