About: josephine
Recent Posts by josephine
US house prices top forecasts, reinforcing higher-for-longer Fed rates and buoying dollar
U.S. Housing Price Index rose 0.3% in July; resilient prices may keep rates high, boosting USD.
Canada’s July GDP Stalls, Raising Pressure on Loonie and Bolstering Bank of Canada Rate-Cut Bets
Canada’s July GDP was flat, boosting odds of BoC rate cuts and pressuring the loonie.
Persian Gulf tensions keep oil elevated as Fed and ECB rate hikes support stronger dollar, higher yields
Persian Gulf tensions sustain high energy prices, supporting yields; December rate hikes loom, favoring energy and AI trades.
GBP/JPY slips as yen intervention talk grows and sterling faces budget and growth headwinds
GBP/JPY slips as yen intervention fears boost JPY; sterling weak, bearish technicals favor puts targeting 205.00.
US real yields surge as markets price further Fed tightening amid steady inflation expectations
US real yields surge as tightening expectations persist; inflation breakevens steady, prompting bearish duration trades and swap strategies.
