市場脈搏
GC
看漲 33% (3 票)看跌 33%
ES
看漲 0% (2 票)看跌 50%
ZN
看漲 0% (2 票)看跌 50%
討論
Risk premium is compressing on the margin as positive Iran talk optics clash with entrenched public expectations of regional chaos, pulling gold and the dollar lower while equities and front-end yield…
0 讚
Gold is already pricing a modest risk bid off the Strait of Hormuz chatter, but the tape is messy because Trump’s positive Iran talks framing and the Reuters poll showing war fatigue are pulling in op…
0 讚
This should add a modest geopolitical risk premium first: gold firmer, equities a touch softer, and the dollar mildly bid, while Treasuries are a mixed read unless yields actually break lower because …