About: josephine

Recent Posts by josephine

China Politburo Signals Fiscal Push Without Big Stimulus, Boosting China Assets and Yield Risks

July Politburo signaled restrained stimulus; H2 executes faster fiscal spending, boosts growth, supports equities, lifts yields.

Ringgit Faces Downward Pressure as US Yields, Hormuz Risks and State Elections Fuel Volatility

Ringgit pressured by high US yields, Middle East risks, and domestic politics; volatility expected; hedging strategies advised.

South Korean curbs on leveraged ETFs lift won; USD/KRW hits five-month low amid BoK tightening bets

USD/KRW hit 1,444 as Korea curbed leveraged ETFs; hawkish BoK, export inflows signal further won strength.

Eurozone GDP matches US growth as AI and aerospace underpin resilience amid energy-driven inflation shock

Eurozone and US GDP rose 0.4% in Q2 2026; AI, aerospace boosted Europe amid shocks.

Gold Tops US Treasuries as Central Banks Repatriate Bullion and Eastern Pricing Gains Ground

Gold eclipses Treasuries as reserves shift: central banks repatriate, Hong Kong-SGE link rises, Fort Knox audit looms.

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