USD/CNH slides as dollar weakens and China trade surplus expands; AI exports boost yuan near key support.
Surging equity issuance and slowing buybacks may flip net supply positive, risking corrections as positioning and valuations look stretched.
USD/CNH slides as dollar weakens and China trade surplus expands; AI exports boost yuan near key support.
South Korea unveiled won-support measures, but capital outflows dominate; expect higher volatility, limited NPS hedging impact.
April wholesale inventories rose 0.6%, beating forecasts, signaling slowing demand, prompting defensive trades: SPY puts, Treasuries, VIX calls.
South Korea unveiled won-support measures, but capital outflows dominate; expect higher volatility, limited NPS hedging impact.
April wholesale inventories rose 0.6%, beating forecasts, signaling slowing demand, prompting defensive trades: SPY puts, Treasuries, VIX calls.
May existing-home sales beat forecasts, signaling resilient housing, reinforcing higher-for-longer rates and shifting derivative positioning.
May existing home sales jumped 3.2%, signaling stronger demand and a higher-for-longer Fed, boosting homebuilders opportunities.
May existing-home sales beat forecasts, signaling resilient housing, reinforcing higher-for-longer rates and shifting derivative positioning.
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