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About: josephine

Recent Posts by josephine

South Korea leverage unwind sparks tech rout, raising risks of deeper Nasdaq drawdown amid rising yields

Tech rout stemmed from South Korea leverage unwind, hammering Samsung/SK Hynix, spilling into US memory stocks.

US current account deficit widens to $226.8bn, reviving dollar weakness and options hedging focus

US current account deficit widened to $226.8bn, pressuring dollar; traders eye options, equities, and gold plays.

Mexico’s June mid-month inflation fall fuels Banxico rate-cut bets, weighs on peso yield appeal

Mexico’s June midmonth inflation fell 0.11%, boosting Banxico rate-cut odds, pressuring peso, favoring TIIE swaps.

Mexico core inflation undershoots forecast, fuelling Banxico cut bets and weighing on the peso

Mexico core inflation undercut forecasts, boosting Banxico cut odds, pressuring peso, and creating rates/volatility trades.

USD/CAD hovers near one-year high as Fed hike bets rise and oil weighs on loonie

USD/CAD climbed near 1.4230 as weaker oil hit CAD, while Fed hike bets and geopolitical risks supported USD.

Recent Comments by josephine

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