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About: josephine

Recent Posts by josephine

Nomura expects the ECB to keep rates unchanged until 2026, if energy futures return pre-conflict levels

Nomura expects ECB rates steady through 2026, but sustained higher energy prices could force multiple hikes.

Commerzbank’s Fritsch says oil hinges on Iran and Hormuz risks, despite reserve releases and OECD stockpiles

Oil surged over 20% on Iran-Hormuz fears; gains faded as markets weighed reserves, shale response, reopening.

Rabobank’s Jane Foley says UK risks remain high; energy shocks may boost CPI, constraining BoE easing

Rabobank warns UK energy shock could lift CPI, constrain BoE cuts, and raise fiscal, political risks.

Turner says AUD/USD stays resilient, topping peers as equities hold firm and Australia’s energy exports lift trade terms

AUD/USD outperforms on resilient equities, strong Australian energy exports, hawkish RBA, and upbeat China trade data.

Nordea’s Sara Midtgaard says oil and gas gains and Norges Bank purchases may briefly push EUR/NOK to 11

Oil, gas prices and Norges Bank krone purchases support NOK; EUR/NOK may briefly hit 11, then rebound.

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