About: josephine
Recent Posts by josephine
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.
Written on June 9, 2026 at 8:55 pm
Categories: Live Updates
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.
Written on June 9, 2026 at 8:55 pm
Categories: Live Updates
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.
Written on June 9, 2026 at 8:55 pm
Categories: Live Updates
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.
Written on June 9, 2026 at 8:55 pm
Categories: Live Updates
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.
Written on June 9, 2026 at 8:27 pm
Categories: Live Updates
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