Market Pulse
GC
bullish 33% (3 votes)bearish 33%
ES
bullish 50% (2 votes)bearish 0%
ZN
bullish 0% (2 votes)bearish 50%
Discussion
A sustained Hormuz premium in crude feeds directly into headline CPI, which at 3.30% YoY already leaves the Fed zero margin to ease on inflation optics alone — the 2Y sitting at 4.17% says the front e…
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The repricing is toward a higher long-end term premium, not a clean growth scare: 30-year yields pushing to post-2007 highs alongside firmer oil says the market is adding inflation and supply-risk pre…
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The long end is repricing the term premium that short rates alone can’t capture—30-year yields punching through 2007 levels while crude holds above $91 and the US-Iran backchannel visibly unravels. Th…