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About: josephine

Recent Posts by josephine

热浪被视为欧元区增长的结构性拖累，推升通胀风险并对欧元构成压力

Neon-glow square badge showing a blue-pink bar chart with an upward-trending line on a dark background

热浪不再只是短扰：研究估欧元区产出冲击0.3%起、至2029累损0.8%，食品通胀或再加0.4–0.9pp。供应链摩擦升温，股指偏空、农产看多、欧元承压。

Written on June 29, 2026 at 8:21 pm
Categories: Live Updates

美国PCE通胀放缓降温美联储加息押注，非农数据公布前美元承压

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.

通胀转软令市场下调美联储加息押注，美元与美债收益率齐跌。非农与官员讲话将掀波动，期权跨式、SOFR偏鹰布局及欧元看涨或现策略窗口。

Written on June 29, 2026 at 8:20 pm
Categories: Live Updates

荷兰合作银行预计周期性美元走强将压制欧元/美元，因美联储按兵不动、欧元区经济走软

Neon-lit $100 bill overlaid with a rising stock chart, symbolizing financial growth. A neon chart colors the bill to suggest market gains.

美元结构性承压但周期性仍强：美国就业消费韧性、资金流入撑美元；欧元区增长受限且仓位转向避险。Rabobank料EUR/USD短期或下探1.12，建议买短期看跌期权布局。

Written on June 29, 2026 at 7:51 pm
Categories: Live Updates

英镑因劳动力市场持续性信号走强，市场静待美国就业数据及霍尔木兹局势进展

3D neon-lit euro symbol (€) glowing with blue and magenta tones on a dark gradient background

英镑周一领跑，受伯纳姆暗示工党政策延续提振，GBP/USD守1.3200区间。地缘风险与美元偏强压制上行。策略：卖短波动率，警惕停火破裂。

Written on June 29, 2026 at 7:50 pm
Categories: Live Updates

英镑表现跑赢，工党延续政策立场缓解英债收益率压力，焦点转向英伦银行及美国非农就业数据

Glowing purple neon pound sterling symbol (£) on a dark glossy backdrop, reflecting on the floor.”,

英镑欧洲时段领涨至1.3230：英政局释财政延续信号、gilt回落稳成本。焦点转向英央行利率与美国NFP；若美联储更鹰，GBP/USD承压。

Written on June 29, 2026 at 7:21 pm
Categories: Live Updates

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