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About: josephine

Recent Posts by josephine

受霍尔木兹海峡航运风险与美国制裁推升风险溢价、市场重新定价美联储政策影响，WTI油价走高逼近85美元

WTI周一回升至85美元，主因霍尔木兹海峡航运骤减至日均5艘引发风险溢价，非供应中断；制裁加码与加息预期升温，短线86阻力、83.5支撑。

Written on August 31, 2026 at 11:18 pm
Categories: Live Updates

道指下挫，中东空袭推高油价与美债收益率，引发市场重新计价美联储加息预期

Futuristic transparent handheld device with blue and pink neon lights and digital waveforms on a dark surface.

中东冲突推油价破85、运费飙升，引爆“通胀式冲击”，美债收益率走高，道指跌300。利率期货押注9月加息60%；指数能源对冲弱、金融权重高，恐再探53,000。

Written on August 31, 2026 at 10:19 pm
Categories: Live Updates

美元/日元跌破160，贝森特言论提振日元需求并加剧干预风险

Futuristic data-analytics setup with neon screens displaying charts; a large pink display with a red circle sits on the left, while illuminated boards show graphs on the right.

美元/日元冲破160后回落至159.8，贝森特言论推升日元买盘，干预风险仍高；日本曾砸15.4万亿日元。数据前波动升，期权偏向短天期看跌或跨式布局。

Written on August 31, 2026 at 10:18 pm
Categories: Live Updates

贝森特称油价料将下跌，认为在美国施压伊朗重返谈判之际，日元将走强

油价将走低？美财长贝森特称“流亡行动”促伊朗重返谈判，美国与中国有共同立场；核心通胀温和、供给冲击不宜加息；日元料走强，加美关系缓。

Written on August 31, 2026 at 9:19 pm
Categories: Live Updates

美元/瑞郎走低，美元动能减弱；美伊紧张局势升温之际，市场对美联储加息的押注上升

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

USD/CHF 跌至0.8080，美元动能转弱但9月加息概率65%，美伊紧张推升瑞郎避险；关注ISM与非农。策略：短期买put对冲，中期用10月牛市价差押反弹。

Written on August 31, 2026 at 9:18 pm
Categories: Live Updates

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