About: josephine
Recent Posts by josephine
HSBC’s China macro team cites 2026 GDP target 4.5–5.0%, with demand-led 15th FYP emphasis
China’s NPC set 2026 growth at 4.5–5%, advancing fiscal support and major infrastructure projects to boost demand.
Could a Consumer Toilet Company Take the Same Stage as a Cloud Giant? TOTO and the Hidden AI Supply Chain
TOTO’s move highlights a broader shift in the AI trade, where investors are starting to reward upstream semiconductor tools, materials and niche manufacturing suppliers | Opinion
January saw US total net TIC flows fall to -$25bn, down from $44.9bn previously
US net Treasury International Capital flows swung to a $25bn outflow in January from $44.9bn inflow previously.
Following Fed warnings on persistent inflation and oil uncertainty, the US Dollar Index surged late, reaching highs
Dollar Index spiked after Fed held rates; Powell flagged slowing inflation progress, lifting DXY toward 100.40.
Powell explained holding rates steady, attributing higher growth forecasts to productivity, while answering journalists’ questions afterward
Fed holds rates at 3.50%–3.75%; Powell flags elevated inflation, resilient spending, and cautious, meeting-by-meeting outlook.
