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About: josephine

Recent Posts by josephine

Amid the AI boom, memory and storage shares soar, with two leading firms worth tracking closely

AI demand boosts Micron and Seagate: HBM memory and HDD storage capacity sold out through 2026.

American stock indices hover near records despite Middle East tensions, while speculators dismiss looming recession warnings

US stocks near records; Buffett indicator above 220% and Shiller PE near 40 signal overvaluation risks.

OCBC strategists see USD/SGD edging higher, as Hormuz tensions curb risk appetite and lift import costs

OCBC sees modest USD/SGD upside as Hormuz tensions lift dollar, pressures costs; inflation may approach 2%.

Commerzbank says BSP lifted the policy rate 25bp to 4.50%, beginning tightening to anchor inflation expectations

BSP hiked reverse repo 25bp to 4.50% to anchor inflation, signalling new tightening cycle amid rising CPI.

OCBC strategists say USD/TWD’s rebound may fade, as dollar strength and risk aversion persist amid US-Iran stalemate

OCBC sees USD/TWD rebounding on dollar strength and risk aversion, but prefers selling rallies amid Taiwan inflows.

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