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About: josephine

Recent Posts by josephine

US ISM Manufacturing PMI Rises to 54, Strengthening Dollar and Complicating Fed Rate-Cut Outlook

US manufacturing grew faster in May; PMI rose to 54, easing prices, soft jobs, firmer dollar.

RBI Seen Holding Rates at 5.25% as Markets Brace for Hawkish Tilt to Support Rupee

RBI likely holds 5.25%, but hawkish tilt possible as rupee stabilizes; options favor USD/INR downside bets.

US Construction Spending Beats Forecast, Challenging September Fed Cut Bets and Supporting Stronger Dollar

April construction spending beat forecasts, signaling resilient growth, higher-for-longer rates, stronger dollar, and hedging opportunities.

US ISM manufacturing new orders rise in May, bolstering demand and challenging Fed cut bets

ISM Manufacturing New Orders rose to 56.8 in May, signaling stronger demand, economic momentum, and shifting market expectations.

US factory jobs gauge improves in May, easing rate-cut bets and lifting dollar outlook

ISM manufacturing employment rose to 48.6, easing job losses; dampening July cut odds, supporting dollar, yields, rangebound equities.

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