About: josephine

Recent Posts by josephine

Goldman: Equity Rally Enters Earnings-Led Phase as AI Capex Broadens Beyond Big Tech

Goldman says rally now earnings-led, not multiple-driven; high rates demand profits, AI capex broadens beyond megacaps.

EUR/USD Steadies as ECB Hike Bets Lift Yields, but Fed Narrative Keeps Downside Risk in Focus

EUR/USD stays resilient on ECB hike bets, but Fed strength may drag euro below 1.14 soon.

Kihara Vows to Cut Japan’s Debt Ratio as Yen Stays Weak and USD/JPY Holds Above 162

Japan pledges urgent monitoring, debt-to-GDP reduction to reassure markets; yen steady as traders await concrete action.

AUD/USD range-bound as RBA cut timing debate supports Aussie, with 0.6980 breakout risk rising

AUD/USD stays range-bound, muted momentum; near-term 0.6915–0.6950, support 0.6900, upside risk building amid mixed data.

Dollar slips despite Middle East strikes as traders eye Fed hawkish tilt and volatility hedges

Dollar weak despite Middle East escalation; markets eye Fed, data; favor VIX hedges, EUR/GBP calls, gold.

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