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
Trump's playbook shines through Miller's defiance, Hegseth endorsement, and birthright curbs EO, cementing policy friction without derailing cohesion—DXY holds above 119.70 while front-ends grind towa…
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Political survival optics are adding a negligible risk premium, but the broader consolidation of Trump-era executive defiance—spanning Miller’s refusal to resign, birthright citizenship orders, and th…
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This reads as more headline noise than a true macro repricing impulse, so the first move should be modestly defensive at most: a small bid to gold, little sustained follow-through in DXY, and US equit…