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About: josephine

Recent Posts by josephine

MUFG Warns June FOMC Minutes Are Dated as Softer Data and Cheaper Oil Sap Hawkishness

MUFG says June FOMC minutes are outdated; softer data and lower oil may unwind hawkish dollar positioning.

Rabobank’s Every weighs ‘profit dollar’ thesis against geopolitics as Fed minutes loom

Rabobank’s Every says dollar drivers shift from profit financialisation to geopolitics, volatility, diversification, and terse Fed minutes.

Gold holds above $4,100 as dollar eases ahead of FOMC minutes, oil-driven inflation fears cap gains

Gold holds above $4,100 but upside capped by hawkish Fed, rising yields, and escalating Hormuz tensions.

Poland’s Central Bank Seen Holding at 3.75% as Disinflation Shifts Focus to Cuts

Poland likely holds 3.75% as inflation cools; easing bets rise, weakening zloty carry, CZK seen outperforming.

Risk Appetite Falters as Hormuz Tensions Lift Oil; RBNZ Hike Boosts Kiwi Ahead of Fed Minutes

Markets turned risk-off as Hormuz tensions lifted oil; dollar steadied, RBNZ hiked, gold held above $4,100.

Recent Comments by josephine

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