About: josephine
Recent Posts by josephine
Fed minutes underscore hawkish hold as committee split keeps markets braced for data-driven volatility
Fed minutes show hawkish hold, split on hikes; inflation stubborn, jobs steady; expect volatility, positioning with options straddles.
Oil slides as US–Iran accord hastens Gulf supply return; ING sees Brent easing into 2027
Oil prices slide on faster Persian Gulf supply recovery; demand lags. Brent seen $80 Q3, risks remain.
Mexico inflation undershoots forecasts, bolstering Banxico rate-cut bets and weighing on peso carry trades
Mexico inflation cooled to 3.37% in June, boosting Banxico cut bets, favoring swaps, pressuring peso.
Mexico June Inflation Falls Sharply, Markets Price Banxico Rate Cut and Peso Weakness
Mexico June inflation fell 0.27% versus -0.13% forecast, boosting Banxico cut odds and pressuring peso.
Mexico June core inflation undershoots, fuelling Banxico rate-cut bets and weighing on the peso
June core inflation undershot forecasts, boosting Banxico rate-cut bets and weakening peso prospects amid higher volatility.
