About: josephine
Recent Posts by josephine
US five-year inflation expectations ease to 3.3%, complicating Fed rate-cut outlook
University of Michigan five-year inflation expectations eased to 3.3% in July, shaping policy, bonds, equities, dollar.
Michigan Consumer Sentiment Beats Forecast, Testing Rate-Cut Hopes and Lifting Yield and Dollar Outlook
Michigan consumer sentiment rose to 54.4 in July, beating forecasts and signaling resilience that may delay rate cuts.
ING sees dollar implied volatility at post-2021 low, warning of upside risk despite calm markets
ING: DXY one-month implied volatility sinks below 5.5%, near 2021 lows; calm may soon reverse.
TD Securities Sees ECB Holding at 2.25% in July, Keeping September Hike Option Open
TD expects ECB to hold 2.25% in July, stay data-dependent; September hike possible, limited EUR/USD impact.
US industrial production misses forecasts, fuelling rate-cut bets and cross-asset hedging strategies
US industrial production rose 0.1% in June, missing forecasts, signaling cooling manufacturing and boosting rate-cut trades.
