About: josephine
Recent Posts by josephine
BNY iFlow Flags Dollar Demand Tied to Fed Rate Outlook as Commodity Currencies Face Selling
BNY iFlow shows dollar demand tied to Fed rate expectations; commodity FX sold; North Asian currencies selectively bought.
Potential US-Iran Deal Spurs Rotation from AI and Semiconductors to Dow, Europe and Oil Importers
Potential US-Iran deal could spur rotation from crowded AI semis into laggards as oil risk fades.
Prospective US-Iran Deal May Fuel Rotation From AI Momentum Into Laggard Regions and Sectors
Prospective US-Iran deal could lower oil and inflation, spurring rotation from crowded AI winners into laggard regions.
UK factory-gate inflation holds at 4% in May, challenging Bank of England rate-cut bets
UK producer output prices rose 4% in May, sustaining factory-gate inflation and limiting Bank of England cuts.
UK Factory Gate Inflation Meets Forecast, Keeping BoE Rate-Cut Expectations on a Gradual Track
UK May PPI output rose 0.5% m/m, matching forecasts, keeping BoE cautious, supporting GBP and subdued FTSE volatility.
