市場脈搏
GC
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ES
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討論
The front end is already repricing toward a less forgiving Fed path, and a hot Core PPI MoM print would accelerate that by narrowing the gap between sticky upstream costs and the still-elevated CPI. T…
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With the 2Y sitting 76bp above fed funds and copper dumping over 4% on COMEX, the front end is already leaning hawkish while cyclical demand signals are cracking—that tension gets resolved by the CPI …
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The API crude build lands into a tape already repricing China disinflation risk, and that combination is keeping a bid under the dollar while capping the commodity bounce—gold is trading more like a r…