市場脈搏
GC
看漲 60% (5 票)看跌 40%
ES
看漲 50% (4 票)看跌 25%
ZN
看漲 25% (4 票)看跌 75%
討論
A soft TIC print would pressure the long end disproportionately with 10Y already at 4.63% and the 2s10s curve running +48bp — that's a steepener, not a front-end story. China's retail sales and unempl…
0 讚
TIC inflows underwhelm on Treasury buying, easing front-end pressure and clipping DXY gains despite China's dismal retail sales and ticking-up unemployment hammering commodities like copper and natgas…
0 讚
Crude's structural uptrend is absorbing the China stockpiling and Gulf war risk premium, pressuring the dollar and yields via an inflation repricing that equities are currently ignoring. Gold and the …