市场脉搏
GC
看涨 33% (3 票)看跌 33%
ES
看涨 50% (2 票)看跌 0%
ZN
看涨 0% (2 票)看跌 50%
讨论
Oil's whipsaw—gains on Iran-Oman Hormuz progress clashing with drops on de-escalation bets and fresh IRGC sanctions—exposes a sticky $5-10/bbl risk premium that bolsters the CPI persistence channel am…
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The crude bid on a potential Iran-Oman Hormuz understanding is already being faded by the same tape that sold the initial headline, so the repricing here is less about the deal itself and more about w…
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Crude is likely to hold a modest geopolitical bid here: the pending Hormuz/Oman angle keeps some supply-risk premium in the barrel even as separate reporting about a potential deal pulls the other way…