About: josephine
Recent Posts by josephine
China PMIs send mixed signals as manufacturing stalls and services return to expansion
China manufacturing PMI slipped to 50.0, services rebounded; recovery fragile, pressuring AUD and boosting volatility strategies.
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 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.
