About: josephine
Recent Posts by josephine
RBI Seen Holding Rates at 5.25% as Markets Brace for Hawkish Tilt to Support Rupee
RBI likely holds 5.25%, but hawkish tilt possible as rupee stabilizes; options favor USD/INR downside bets.
US Construction Spending Beats Forecast, Challenging September Fed Cut Bets and Supporting Stronger Dollar
April construction spending beat forecasts, signaling resilient growth, higher-for-longer rates, stronger dollar, and hedging opportunities.
US ISM manufacturing new orders rise in May, bolstering demand and challenging Fed cut bets
ISM Manufacturing New Orders rose to 56.8 in May, signaling stronger demand, economic momentum, and shifting market expectations.
US factory jobs gauge improves in May, easing rate-cut bets and lifting dollar outlook
ISM manufacturing employment rose to 48.6, easing job losses; dampening July cut odds, supporting dollar, yields, rangebound equities.
US ISM Manufacturing PMI beats forecasts, bolstering higher-for-longer Fed outlook and stronger dollar case
May ISM Manufacturing PMI hit 54, beating forecasts, boosting dollar, pressuring bonds, delaying Fed cuts expectations.
