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About: josephine

Recent Posts by josephine

南非制造业疲软5月加剧，兰特与约翰内斯堡证交所股票风险上升

Floating Chinese 10 yuan banknote with a fluctuating stock market chart in the background.

南非5月制造业产出同比跌4.3%加深收缩，滞胀与失业33.1%压制增长。兰特恐续贬，USD/ZAR或上探19.80；JSE承压，宜买ALSI看跌期权做多波动。

Written on July 9, 2026 at 1:57 pm
Categories: Live Updates

欧元/加元在德国贸易顺差提振下反弹，油价走软及霍尔木兹紧张局势拖累加元

Transparent glass panel with a glowing dollar symbol overlaid on colorful stock charts in the background, conveying finance/markets.

EUR/CAD 两连跌后反弹至 1.6210：德国贸易顺差超预期撑欧元；油价跌破 73、地缘冲突拖累加元。后市看欧数对油价拉扯，期权布局防震。

Written on July 9, 2026 at 1:28 pm
Categories: Live Updates

能源冲击引发市场重新定价欧洲央行鹰派立场，德债与法债收益率跳升，欧元小幅走高

Close-up of a pen signing a contract on a desk with charts in the background

能源冲击推高通胀忧虑，市场重估ECB更鹰：年底或再加息三次。德法国债暴跌、收益率飙。欧元获支撑靠近1.09，但高利率或打压欧股估值与波动。

Written on July 9, 2026 at 1:27 pm
Categories: Live Updates

油价与海湾紧张局势推高美国降息预期，美元维持坚挺并引发新兴市场套息交易回吐

Neon-glow outline of a dollar bill on a dark surface, with reflection.

油价飙升与海湾局势骤紧，推高美国利率预期；美联储偏鹰、降息概率降至不足50%。美元料续强，DXY有望上探107，套息交易加速平仓。

Written on July 9, 2026 at 12:58 pm
Categories: Live Updates

华侨银行：中东风险升温、油价与美债收益率走强，预计2026年下半年美元上涨2%至3%

Stack of bills illuminated by pink and blue neon on a dark surface, with Benjamin Franklin’s portrait visible on the front side of the banknotes.

中东局势推油价与美债收益率上扬，美元或迎再一波行情。OCBC 料2H26美元对欧元日圆升2%-3%；若油破100或美经济过热，涨幅或逾5%。

Written on July 9, 2026 at 12:57 pm
Categories: Live Updates

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