About: josephine
Recent Posts by josephine
DBS’s Chang Wei Liang notes March CPI firmed, supporting USD/JPY though resistance persists beneath 160
Japan inflation edges higher; subsidies mask pressures as BOJ weighs forecast hike; oil supports yen weakness, intervention caps.
TD Securities expects BoC’s April MPR to assume Brent at $90 and WTI at $85, up from $55 baseline
TD Securities expects Bank of Canada to assume higher oil prices, boosting inflation outlook, possibly with analysis.
Scotiabank says UK retail sales, boosted by fuel, lift sterling slightly, despite softer overall growth outlook
UK March retail sales beat forecasts at 0.7%, boosted by fuel buying; GBP/USD outlook neutral-bullish.
ING analysts foresee Hungary’s central bank maintaining a 6.25% base rate through 2026 amid geopolitical risks
ING expects Hungary’s central bank to hold 6.25% through 2026 as inflation rises, risks persist.
Holidays are Up in the Air: Airline Stocks in Holding Pattern
Airline earnings look decent on the surface, but Q1 was cushioned by pre-war ticket prices. As fuel costs bite into Q2 and Q3, the real divergence between carriers begins. Here’s how to read it. | Opinion
