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About: josephine

Recent Posts by josephine

Societe Generale’s Kunal Kundu says India’s March IIP rose 4.1%, easing, as core sectors fell, power softened

India’s March IIP grew 4.1%, core sector contracted; manufacturing rose, while disruptions may hit MSMEs later.

TD Securities economists expect the Federal Reserve to hold rates until September, tracking Iran conflict, inflation

TD Securities expects Fed holds until September; Iran conflict, energy inflation, FOMC divisions may delay cuts.

Commerzbank’s Nguyen says suspected intervention lifted yen, yet markets doubt BoJ inflation resolve and durability of gains

Unconfirmed intervention lifted yen, but durability depends on Iran war, energy risks, and Bank of Japan policy.

BNY’s Bob Savage says oil prices fluctuate as US Hormuz escorts ease fears, yet attacks resurge

Oil prices swing on Hormuz attacks, US escorts, and OPEC+ plans to raise June 2026 output.

Societe Generale warns Starmer faces mounting local election risk; poor results may prompt delayed leadership challenge in September

Societe Generale warns rising political risk as Starmer faces elections, leadership challenge rumors, reshuffle speculation, no successor.

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