About: josephine

Recent Posts by josephine

Bob Savage says dollar, oil and equity links are changing as investors confront Iran tensions and central banks

Bob Savage cites Iran conflict, central banks, shifting dollar-oil-equity links; oil/gold ratio signals deleveraging.

MUFG analysts stay short EUR/USD, expecting energy-driven terms-of-trade losses to keep the euro pressured

MUFG stays short EUR/USD, citing oil and gas-driven terms-of-trade shocks; higher crude implies lower EUR/USD.

Federal Reserve data showed US output rising 0.2% monthly, whilst capacity use held at 76.3% thereafter

US industrial production rose 0.2% in February; capacity utilization steady at 76.3%, DXY eased afterward.

TD Securities’ Daniel Ghali warns exchange copper inventories may be tapped increasingly as global deficits tighten supply

TD Securities warns copper deficits may draw exchange stocks down, as off-exchange supplies are constrained globally.

Societe Generale says Eurozone January industrial output plunged, despite stronger PMIs and German orders, from sector shocks

Euro area industrial output fell 1.5% in January, driven by pharmaceutical and energy-intensive industry declines.

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