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About: josephine

Recent Posts by josephine

受德国贸易顺差提振，欧元/加元反弹；油价走软及霍尔木兹紧张局势施压加元

Neon dollar sign on a glass panel with colorful stock market lines in the background.

EUR/CAD连跌后反弹至1.6210，德国贸易顺差超预期提振欧元；油价回落与霍尔木兹冲突扰动加元。关注欧数与能源分化，期权对冲波动。

Written on July 9, 2026 at 1:30 pm
Categories: Live Updates

能源冲击引发投资者重新定价鹰派欧洲央行预期德国国债与法国国债收益率跳升欧元小幅走高

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

能源冲击推升通胀预期，市场鹰派重定价ECB：年内或再加息三次；欧债遭抛售、德法长端收益率跃升。欧元获支撑，股市估值承压宜期权对冲。

Written on July 9, 2026 at 1:29 pm
Categories: Live Updates

油价与海湾紧张局势推升美国利率预期，支撑美元保持坚挺并引发新兴市场套利交易回撤

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

油价攀升与海湾局势恶化推升美债利率波动，通胀黏性强化美联储鹰派预期；美元兑低息货币偏强，套利交易平仓，新兴市场承压；DXY101附近仍具上行空间。

Written on July 9, 2026 at 1:00 pm
Categories: Live Updates

星展银行预计，受中东风险推动油价与美债收益率走强影响，美元将在2026年下半年上涨2%至3%

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

中东局势推升油价与美债收益率，OCBC预期2026年下半年美元对低息货币升值2%–3%；若油价破100美元或美国过热，涨超5%成尾部风险。

Written on July 9, 2026 at 12:59 pm
Categories: Live Updates

日元走强，伊朗紧张局势打压美元；市场关注美联储风险与日本央行收紧政策动向

Two neon Yen symbols, pink left and blue right, float above a glowing circular platform.

地缘风险升温叠加美元承压，USD/JPY回落至162.35、DXY走低；通胀预期脱锚忧虑抬头。利差支撑美元偏强，期权策略偏多并辅以虚值看跌对冲。

Written on July 9, 2026 at 12:30 pm
Categories: Live Updates

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