About: josephine
Recent Posts by josephine
Fed easing anchors US yields, boosting Brazil and Mexico sovereign debt appeal as FX upside fades
Fed easing anchors US yields, boosting Brazil/Mexico; favor long-duration LatAm sovereign debt over crowded FX positioning.
Taiwan Q2 GDP growth cools as domestic demand leads; equities and TWD face pressure amid outflows
Taiwan’s Q2 GDP eased to 12.9%, domestic demand revived, but outflows hit TAIEX and TWD hard.
Markets brace for US jobs-data deluge as Fed holds rates and yields pressure gold, bitcoin
Markets brace for key US jobs data as hawkish Fed, rising yields pressure gold and Bitcoin.
US June construction spending unexpectedly falls, fuelling softer growth signals and dovish Fed expectations
June US construction spending fell 0.1%, missing forecasts, signaling cooling growth and potentially boosting rate-cut expectations.
China’s AI Memory Ambition: The Global ‘Co-NAND-DRAM’
CXMT’s AI memory push shows China’s semiconductor ambitions, but global supply chains remain central to the industry’s future.
