About: josephine
Recent Posts by josephine
China June CPI Falls 0.3%, Reinforcing Deflation Concerns and Raising Bets on Beijing Policy Easing
China CPI fell 0.3% in June, signaling weak demand, deflation risk, bearish commodities/AUD, hedging equities.
China PPI Decline Holds at 4.1%, Easing Policy Pressure and Supporting Range-Bound Market Strategies
China’s June PPI fell 4.1% yearly, easing volatility fears; deflation persists, enabling steady PBoC policy strategies.
China CPI Miss Fuels Easing Bets, Weakens Yuan Outlook and Spurs Options Trades
China’s June CPI rose 1.0%, missing forecasts, fueling easing bets, yuan weakness, and options strategies.
Japan M2+CD growth cools, dimming BoJ tightening bets and weighing on the yen
Japan’s money supply growth cooled to 2.2% in June, reinforcing dovish BoJ outlook, weaker yen, Nikkei tailwinds.
Foreign selling of Japanese equities deepens as net outflows hit ¥22.2bn before 3 July
Foreign investment in Japanese equities turned more negative, signaling rising outflows, bearish sentiment, and defensive tactics.
