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About: josephine

Recent Posts by josephine

UK gilt yields top nominal GDP as Hormuz blockade lifts oil, stoking bond rout and pound risk

Global bond selloff lifts yields above GDP growth; Hormuz risks, shrinking oil buffers pressure UK, pound.

Standard Chartered Warns Hormuz-Driven Oil Shock Could Hit AI Demand and Semiconductor Supplies

Standard Chartered warns Hormuz closure and energy shock may disrupt semiconductors and curb AI spending, demand.

US homebuilder sentiment edges up in May, adding complication to Fed rate-cut expectations

May’s NAHB Housing Market Index rose to 37, beating the 35 forecast, indicating improved homebuilder sentiment.

Europe’s Defence Spending Surge Lifts Growth but Risks Stoking Inflation and Higher Rates

Europe’s defence spending surge boosts short-term growth but risks inflation, deficits, and long-term industrial shifts.

TD Securities sticks to 4.60% RBA peak call as markets reprice odds of a final hike

TD Securities sees RBA cash rate peaking at 4.60%, with next hike likely in August.

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