About: josephine

Recent Posts by josephine

China’s Fiscal Spending Lags Budget Plan, Raising Prospects of Second-Half Stimulus and Market Rally

China’s 2026 fiscal spending lags plans; growth slows, prompting expected stimulus and trades in commodities, equities, yuan.

Tokyo CPI edges up as temporary factors mask building inflation pressure, nudging BoJ shift expectations higher

Tokyo CPI steady beneath noise; fading base effects, wages, food and energy pass-through may force BoJ shift.

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.

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