About: josephine
Recent Posts by josephine
China PMI slips back into contraction as inflation cools, fuelling bets on PBoC easing
China’s July data weakened: PMIs sank, inflation cooled, PBoC easing looms; traders eye weaker yuan, shorts.
S&P Global US Manufacturing PMI Ticks Higher in July, Bolstering Dollar and Pressuring Treasuries
US Manufacturing PMI rose to 53.9 in July, signaling expansion; traders favor defensive bonds, bullish equities, USD, commodities.
Rand loses steam as Iran conflict lifts oil costs, raising South Africa risk premium, SARB scrutiny intensifies
Rand gains fade as Iran conflict lifts oil, inflation overshoots SARB target, and policy hesitancy raises risk premium.
BNY Sees RBI Holding Rates at 5.25% as Rupee Faces Oil and Dollar Headwinds
BNY expects RBI to hold 5.25% repo; sticky inflation, slowing growth pressure rupee; prefer duration, carry trades.
Singapore factory PMI edges up to 51.4, signalling steady expansion and underpinning SGD optimism
Singapore manufacturing PMI edges up to 51.4 in July, signaling modest expansion and supportive backdrop for SGD.
