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About: josephine

Recent Posts by josephine

英国房贷批准量不及预期，楼市前景转弱，支持英国央行转向鸽派立场

Glowing purple 3D pound symbol with bar charts and line graphs in a neon, finance-themed background.

英国5月按揭批准5.621万宗逊预期，楼市与信贷需求降温。高利率拖累增长，BoE更趋鸽派。策略：看空英镑、富时250，增配看跌期权捕捉波动。

Written on June 29, 2026 at 10:51 am
Categories: Live Updates

拉加德将掌舵欧洲央行，收益率曲线保留加息溢价，辛特拉论坛成市场焦点

Neon-lit policy document being signed with a glowing pen, with a neon stock-chart backdrop in blue and pink.

辛特拉论坛或成欧债“分水岭”！市场仅押注明年4月前ECB加息27基点，但通胀黏性、BIS警示与美联储偏鹰，短端收益率再跌恐难。

Written on June 29, 2026 at 10:50 am
Categories: Live Updates

伊朗与美国紧张局势缓和，美股期货在欧洲走高；市场焦点转向美联储与非农就业数据

Futuristic translucent data dashboard with line graphs, bar charts, and a pie chart, illuminated by blue and pink neon lighting.

美伊停火曙光提振风险偏好，美股期货走高，纳指领涨。投资者押注科技纾压反弹，拟买短天期看涨。惟本周非农与12月加息预期近80%成变数。

Written on June 29, 2026 at 10:22 am
Categories: Live Updates

6月FOMC会议后亚洲货币走软，互换利差扩大；泰铢、韩元和比索领跌

Futuristic transparent money safe with a dollar symbol, surrounded by neon stock charts and graphs.

FOMC后美元强势、利差扩大拖累亚洲货币分化：THB/KRW/PHP领跌，INR/VND较稳。策略聚焦防御：买USD/THB看涨、卖PHP期货，并配对做多INR、做空THB。

Written on June 29, 2026 at 10:20 am
Categories: Live Updates

西班牙5月零售销售增长加速，强化IBEX 35看多逻辑

Translucent microchip with blue and pink neon data charts and circuit patterns on a dark background.

西班牙5月零售销售同比升1.3%快过前值0.8%，消费韧性凸显并支撑IBEX35看涨期权。强需求或令ECB降息更谨慎；旺季旅游股、卖出价外Put价差可关注。

Written on June 29, 2026 at 9:51 am
Categories: Live Updates

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