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About: josephine

Recent Posts by josephine

纽约梅隆银行表示，人民币走强遏制低估指控；中国加大从东北亚进口半导体力度

Neon outline of China with yuan symbol and ascending stock candles, glowing blue and pink on a dark background (financial theme)

纽约梅隆称，人民币名义走强压缩“低估”指控空间，并被用作政策工具降低北亚半导体进口成本；关注NA-3顺差错配支撑及国产替代推进引发的潜在汇率反转交易窗口。

Written on July 3, 2026 at 4:59 am
Categories: Live Updates

美国就业数据疲弱拖累美元，墨西哥比索走强；《美墨加协定》（USMCA）审查不确定性犹存

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

美国非农爆冷叠加日元干预传闻压低美元，墨西哥比索走强，USD/MXN跌至17.48；但USMCA续期不确定与9月加息定价偏高，波动或放大。

Written on July 3, 2026 at 4:30 am
Categories: Live Updates

泰国经常账户转为逆差，泰铢对油价与美联储风险敞口加大

Neon outline of China with a fluctuating stock chart and yuan symbol, against a dark gradient.

泰国经常账户因进口激增转负，外部压力叠加油价与美联储预期升温；外储与外债仍稳但逆风加剧，USD/THB或上探37.50，宜强化对冲。

Written on July 3, 2026 at 4:29 am
Categories: Live Updates

由于疲软的美国就业数据削弱美联储加息预期，纽元/美元小幅走高并逼近0.5700

Neon-style line chart of NZD/USD on a dark grid background, showing price fluctuations and a glowing dashboard feel.

美国非农爆冷致美元回落，NZD/USD 逼近0.5700；加息预期降温支撑纽元，但需警惕中国服务业PMI扰动。技术关注0.5729突破，期权看涨布局升温。

Written on July 3, 2026 at 4:00 am
Categories: Live Updates

韩国6月外汇储备小幅上升，缓解韩元保卫压力并抑制美元/韩元（USD/KRW）波动

Neon outline map of China in purple and blue with a rising stock chart and yen symbol in the center, glowing on a dark background.

韩国6月外汇储备升至4,273.6亿美元，释放韩元稳势信号；USD/KRW隐含波动率或回落，卖出短期期权可博权利金；外汇压力缓解，BOK三季度或维持利率不变。

Written on July 3, 2026 at 3:59 am
Categories: Live Updates

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