About: josephine
Recent Posts by josephine
US Michigan one-year inflation expectations fall to 4%, bolstering risk assets and dovish Fed bets
UoM one-year inflation expectations fell to 4% in August, boosting risk assets, easing Fed pressure.
Michigan Consumer Sentiment Edges Higher, Tempering Rate-Cut Bets and Shaping Near-Term Trading Strategies
Michigan consumer sentiment rose to 51.7 in August, beating forecasts but still near historic lows, signaling stabilization.
Germany Q2 GDP revised higher as export-led growth extends, while domestic investment remains subdued
Germany’s upgraded Q2 GDP extends gains, driven by exports; investment lags, keeping outlook moderate amid risks.
Cleveland Fed’s Hammack warns delayed rate rises risk pain as inflation seen near 3%
Cleveland Fed’s Hammack urged rate hikes, warned delaying risks pain, as inflation nears 3% and conditions remain loose.
Warsh Jackson Hole Address Looms as Markets Weigh Fed Inflation Stance and Treasury Yield Strategy
Warsh’s Jackson Hole speech may spark outsized volatility, shaping Fed inflation stance, yields, dollar direction, and hedging.
