About: josephine

Recent Posts by josephine

HSBC sees Malaysia cushioned by oil exports and AI boom as subsidy costs mount

Malaysia’s strong 2026 growth and AI-driven exports support KLCI and ringgit; fuel subsidies threaten volatility.

BNY’s Yu sees rupiah stabilising as Indonesia bond outflows deepen on fiscal jitters

Indonesia sends clear EM cross-asset signal: rupiah stabilises as bond outflows persist; tactical upside seen in IDR.

US One-Year Inflation Expectations Hold at 4.6%, Keeping Volatility Muted and Rates Higher for Longer

June’s 4.6% one-year inflation expectation matched forecasts, easing volatility; favors premium-selling while rates stay higher longer.

Michigan consumer expectations beat forecasts, lifting equities, easing volatility and weighing on bond prices

Michigan Consumer Expectations Index rose to 50.7 in June, beating forecasts and supporting equities, volatility dips, higher yields.

Michigan Consumer Sentiment Slips to 49.5, Prompting Defensive Positioning and Rate-Cut Bets

Michigan sentiment fell to 49.5 in June, missing forecasts, signaling weakening confidence and potential spending slowdown.

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