Monthly Archives: June 2026
Surging Equity Issuance Raises Fears of Late-Cycle Supply Shock as Buybacks Fade and Positioning Stretches
Written on June 9, 2026 at 9:11 pm, by josephine
Surging equity issuance and slowing buybacks may flip net supply positive, risking corrections as positioning and valuations look stretched.
USD/CNH Near Multi-year Low as China Trade Surplus Swells and US Dollar Softens
Written on June 9, 2026 at 8:43 pm, by josephine
USD/CNH slides as dollar weakens and China trade surplus expands; AI exports boost yuan near key support.
South Korea steps up won support as pension hedging expands amid persistent foreign equity outflows
Written on June 9, 2026 at 8:41 pm, by josephine
South Korea unveiled won-support measures, but capital outflows dominate; expect higher volatility, limited NPS hedging impact.
US wholesale inventories beat forecasts as stock build fuels slowdown fears, boosting dovish Fed bets
Written on June 9, 2026 at 8:12 pm, by josephine
April wholesale inventories rose 0.6%, beating forecasts, signaling slowing demand, prompting defensive trades: SPY puts, Treasuries, VIX calls.
US existing home sales beat forecasts, reinforcing higher-for-longer Fed stance and boosting dollar outlook
Written on June 9, 2026 at 8:11 pm, by josephine
May existing-home sales beat forecasts, signaling resilient housing, reinforcing higher-for-longer rates and shifting derivative positioning.
US Existing Home Sales Jump 3.2% in May, Bolstering Higher-for-Longer Fed Rate Expectations
Written on June 9, 2026 at 7:42 pm, by josephine
May existing home sales jumped 3.2%, signaling stronger demand and a higher-for-longer Fed, boosting homebuilders opportunities.
Sterling climbs versus yen as BoJ tapering pause talk hits Japanese yields, boosts risk appetite
Written on June 9, 2026 at 7:41 pm, by josephine
Sterling rose versus yen as BoJ may pause bond-tapering; yield gaps, oil and risk appetite support GBP/JPY.
USD/CAD Hovers Near Year-to-Date Highs as Markets Await Bank of Canada Decision
Written on June 9, 2026 at 7:11 pm, by josephine
USD/CAD steadies near year highs; Scotiabank sees overvaluation and BoC decision as key risk catalyst.
Euro Drifts Lower on Dollar Strength as Hawkish ECB Limits Downside; Canada Sees 1.19 Year-End
Written on June 9, 2026 at 6:43 pm, by josephine
Euro weakens amid broad dollar strength despite firmer Eurozone inflation; hawkish ECB limits downside; EUR/USD seen rising toward 1.19.
Nikkei Flags BoJ 25bp Rate Rise, Possible 2027 JGB Taper Pause to Steady Yen
Written on June 9, 2026 at 6:42 pm, by josephine
Nikkei signals BoJ 25bp hike; may pause JGB tapering in 2027, easing yen volatility, USD/JPY.
