About: josephine
Recent Posts by josephine
US building permits undershoot forecasts, raising cooling signals for housing and short-term rate expectations
May US building permits slipped to 1.413m, signaling cooling housing demand; favors rate-neutral trades, hedges, and shorts.
US Building Permits Slip in May, Signalling Cooling Housing Pipeline and Dimming Builder Sentiment
US building permits slipped 0.7% in May, signaling cooling housing momentum and prompting defensive sector positioning.
US Housing Starts Slide 15.4% in May, Raising Concerns Over Homebuilding and Rate Headwinds
May housing starts plunged 15.4%, signaling collapsing builder confidence, rate-driven demand destruction, and broader market downside risks ahead.
US export prices beat forecasts, reinforcing higher-for-longer Fed bets and lifting dollar outlook
U.S. export prices rose 1.3% in May, reinforcing persistent inflation, delaying Fed cuts, boosting dollar, volatility, oil.
US Housing Starts Miss Forecasts, Prompting Bets on Fed Cuts and Homebuilder Equity Downside
May housing starts missed forecasts at 1.177m, boosting dovish Fed bets and bearish housing-related trades.
