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About: josephine

Recent Posts by josephine

China factory PMI holds at 50 as markets weigh stimulus bets, yuan pressure and volatility trades

China’s May manufacturing PMI held at 50, signaling stagnation; markets eye easing, yuan weakness, commodity impacts, volatility.

China non-manufacturing PMI edges into expansion, lifting sentiment towards equities, commodities and AUD

China’s non-manufacturing PMI rose to 50.1 in May, beating forecasts, signaling resilience and boosting equities, commodities.

AI Demand Is Reaching Toward the Quantum Scale

AI demand is reaching quantum scale. The near-term opportunity sits in cybersecurity, hybrid systems, semiconductor infrastructure and the control hardware needed to support the quantum stack.

Dollar slips on risk-on Middle East hopes as euro, sterling rise and gold hits fresh highs

DXY slips on Middle East détente, boosting euro, sterling, and commodities; traders eye central banks and payrolls.

S&P 500 edges higher to record as AI-led tech surge offsets Romania drone risk and hedging debate

S&P 500 hits record, AI-led surge lifts Dell/NetApp; momentum fades as geopolitical risks grow, hedges favored.

Recent Comments by josephine

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