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About: josephine

Recent Posts by josephine

星展银行预计新加坡第二季度GDP上修幅度更大，官方上调2026年经济增长预测的概率上升

Neon outlined dollar bill on a dark background with reflection on a glossy surface, purple and blue hues showing a currency icon

星展预计新加坡2026年二季度GDP上修至同比5.9%，制造业与贸易服务驱动；或促官方上调全年预测、MAS维持偏紧，利好新元与权益衍生品，建议布局SGD与STI多头并对冲下行风险。

Written on August 8, 2026 at 10:37 am
Categories: Live Updates

美伊在阿曼会谈提升霍尔木兹海峡重新开放预期，油价承压，交易员严阵以待波动加剧

美伊在阿曼斡旋谈判传进展，霍尔木兹海峡或迅速解封；若协议落地，布伦特/WTI波动率溢价回落并承压下行，谈判破裂则油价或冲破90美元。

Written on August 8, 2026 at 10:36 am
Categories: Live Updates

在干预后英镑兑日元维持在200日均线上方，阻力位限制反弹空间

Neon yen symbol beside a rising blue line chart on a dark background, implying financial growth in Japan's currency or market.

GBP/JPY 短破200日均线后收复212，日内微跌但周线或小幅收涨；干预预期抬升日元。上方214.48/215.42承压，下方212/211.91/211关键支撑，隐波升至11.5%。

Written on August 8, 2026 at 9:37 am
Categories: Live Updates

渣打银行预计菲律宾央行8月将维持利率不变，并将维持鹰派措辞，降息时间点或推迟至2027年

Close-up of a pen signing a document, with charts and graphs visible in the hazy background, suggesting a financial agreement.

渣打突转向：料菲律宾央行8月按兵不动但维持鹰派，利率或已见顶；下调2026-27利率、GDP与通胀预测，建议收固定、做多国债并以比索远期对冲。

Written on August 8, 2026 at 9:36 am
Categories: Live Updates

美国CPI公布前美元指数跌破100点，疲弱非农数据改变市场对美联储利率前景预期

Neon-lit replica of a $100 bill-shaped stack, glowing pink and blue on a dark surface.

非农意外转负拖累DXY跌破100，薪增放缓强化美联储降息预期。周三CPI成定向锚，叠加多国GDP与大宗波动，期权策略聚焦对冲。

Written on August 8, 2026 at 8:37 am
Categories: Live Updates

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