About: josephine
Recent Posts by josephine
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.
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.
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.
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.
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.
