市場脈搏
睇好 0% (3 票)睇淡 100%
睇好 33% (3 票)睇淡 67%
睇好 25% (4 票)睇淡 75%
討論
The immediate repricing is flowing into gold and the front-end of the Treasury curve, not into a clean dollar bid—that tells me the market is pricing a supply-shock anxiety overlay more than a straigh…
0 讚
Gold and the dollar are both catching a bid on the Horm
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The first move is a modest unwind of immediate geopolitical premium, which leans slightly softer for gold and the dollar, a touch firmer for US equities, and keeps Treasury yields from breaking lower,…