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About: josephine

Recent Posts by josephine

路透调查显示，因霍尔木兹海峡航运改善、需求趋弱，分析师下调2026年原油价格预测

霍尔木兹航运修复削弱地缘溢价，机构首降2026油价预期：布伦特84.5、WTI79.49。叠加需求放缓与库存意外累积，油市情绪转空，策略偏逢高减仓。

Written on June 30, 2026 at 6:00 pm
Categories: Live Updates

欧元/日元小幅走高，德国通胀趋缓支撑市场对欧洲央行暂停加息的押注，干预风险仍存

3D translucent blue yen symbol with circuit-pattern details on a soft pink gradient background.

欧元/日元升至185.10，德国通胀降温但零售回暖支撑欧元；欧日利差维持多头逻辑。警惕日本外汇干预致急跌，期权对冲并紧盯欧元区HICP指引。

Written on June 30, 2026 at 5:59 pm
Categories: Live Updates

美国Case-Shiller房价指数涨幅超预期，“高利率维持更久”预期重塑住房市场交易策略

Open policy document on a neon-lit surface, with a pen poised to sign.

美国4月S&P/凯斯-席勒房价指数同比升1.1%，超预期0.2个百分点；住房通胀或再扰动政策路径。高利率维持更久，SOFR期货与期权策略受关注。

Written on June 30, 2026 at 5:30 pm
Categories: Live Updates

美国房价指数4月下滑0.1%，强化市场对美联储政策转向鸽派的押注

Policy document with a pen resting on it, as if about to sign.

美国4月房价指数环比-0.1%，较预期低0.3个百分点，房价动能转弱或重塑美联储降息定价；建议做多美债、做空住房链条，并以VIX期权对冲波动。

Written on June 30, 2026 at 5:29 pm
Categories: Live Updates

美元/印度卢比维持窄幅震荡，印度债券资金流入抵消美联储鹰派立场影响

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

USD/INR区间胶着，外资流入与政策托底对冲美联储鹰派；债券指数纳入预期成关键催化。收益率回落、油金走弱支撑印债需求，卖波动率成主线。

Written on June 30, 2026 at 5:00 pm
Categories: Live Updates

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