Live Updates

10

Jun 2026
Surging Equity Issuance Raises Fears of Late-Cycle Supply Shock as Buybacks Fade and Positioning Stretches

Surging equity issuance and slowing buybacks may flip net supply positive, risking corrections as positioning and valuations look stretched.

10

Jun 2026
USD/CNH Near Multi-year Low as China Trade Surplus Swells and US Dollar Softens

USD/CNH slides as dollar weakens and China trade surplus expands; AI exports boost yuan near key support.

10

Jun 2026
South Korea steps up won support as pension hedging expands amid persistent foreign equity outflows

South Korea unveiled won-support measures, but capital outflows dominate; expect higher volatility, limited NPS hedging impact.

10

Jun 2026
US wholesale inventories beat forecasts as stock build fuels slowdown fears, boosting dovish Fed bets

April wholesale inventories rose 0.6%, beating forecasts, signaling slowing demand, prompting defensive trades: SPY puts, Treasuries, VIX calls.

10

Jun 2026
US existing home sales beat forecasts, reinforcing higher-for-longer Fed stance and boosting dollar outlook

May existing-home sales beat forecasts, signaling resilient housing, reinforcing higher-for-longer rates and shifting derivative positioning.

10

Jun 2026
US Existing Home Sales Jump 3.2% in May, Bolstering Higher-for-Longer Fed Rate Expectations

May existing home sales jumped 3.2%, signaling stronger demand and a higher-for-longer Fed, boosting homebuilders opportunities.

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