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About: josephine

Recent Posts by josephine

US New Home Sales Undershoot Forecasts, Fuelling Bets on Fed Cuts and Homebuilder Weakness

April new home sales missed forecasts at 622k, signaling housing cooling, dovish Fed bets, and defensive positioning.

US April new home sales rise but miss forecasts, fuelling dovish Fed tilt and housing hedge plays

April US new home sales rose to 622,000 but missed 0.67M forecast, boosting dovish Fed expectations.

UOB sees RBA holding cash rate at 4.35% as inflation cools, tightening bias remains

UOB sees RBA holding 4.35% in June; softer inflation, cooling jobs, high core keep tightening bias.

Strait of Hormuz Closure Keeps Oil Above $125, Squeezing Swiss Industry and Driving Volatility Trades

Strait of Hormuz closure sustains energy shock, squeezing Swiss industry; elevated volatility creates opportunities in options, pairs trades.

Williams flags data-led Fed stance as inflation, tariffs set to peak; Middle East risks linger

John Williams: Fed policy data-driven; inflation/tariffs peaks soon; rates steady, curve steepening trades, weaker dollar outlook.

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