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About: josephine

Recent Posts by josephine

市场严阵以待伯纳姆冲击，荷兰银行认为英国国债波动率被高估、英镑有望反弹

Glowing neon pound sterling symbol with holographic charts and graphs in the background, representing financial data.

斯塔默若辞职、伯纳姆接任，政策或左倾再分配并加税高净值人群；财政规则大概率延续、削弱国债冲击。波动率或偏高可卖期权；英镑或修复至1.28；股市板块轮动：必需消费受益、奢侈与财富管理承压。

Written on June 26, 2026 at 9:33 am
Categories: Live Updates

德国Ifo指数6月回升提振对当前状况的评估，中东紧张局势缓和后预期分项仍显滞后

Two neon holographic dashboards showing stock charts and data, blue left and magenta right, on glass stands.

Ifo指数6月回升至85.6，修复有限且“预期”仍拖累；能源成本扰动或令德国二季度GDP持平/轻缩。短期偏防御对冲，地缘缓和则布局2026复苏期权。

Written on June 26, 2026 at 9:29 am
Categories: Live Updates

受美联储“点阵图”提振美元走强影响，金价跌至七个月低点，多家银行下调预测

Pyramid of gold bars inside a neon-lit glass display case on a dark surface.

金价跌至七个月新低，受美联储鹰派点阵图与美元指数创逾一年高位压制；市场押注9月加息。机构下调目标，技术面偏空，关注PCE数据引发反弹风险。

Written on June 26, 2026 at 9:28 am
Categories: Live Updates

EIA原油库存减少610万桶，降幅超预期，需求趋紧推升美国原油供需平衡收紧

EIA原油库存骤降608.8万桶超预期，供需缺口扩大提振油价；叠加暑期出行旺季与OPEC+限产约束，WTI多头及看涨期权配置窗口开启。

Written on June 26, 2026 at 9:27 am
Categories: Live Updates

随着美欧收益率差扩大及市场重新定价美联储鹰派立场，欧元走弱并拖累欧元兑美元下行

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

欧元兑美元弱势延续：美欧2年期收益率利差深度转负叠加美联储更鹰、欧央行预期稳定，公允价值与即期共振下行；技术超卖，反弹或成做空窗口。

Written on June 26, 2026 at 9:26 am
Categories: Live Updates

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