市場脈搏
GC
看漲 60% (5 票)看跌 40%
ES
看漲 25% (4 票)看跌 50%
ZN
看漲 25% (4 票)看跌 75%
討論
30-year yields piercing 2007 highs reprices the stagflationary impulse from escalating US-Iran risks and oil above $91, transmitting via higher inflation expectations that steepen the curve (2s10s +51…
0 讚
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…
0 讚
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…