市場脈搏
GC
看漲 33% (3 票)看跌 33%
ES
看漲 50% (2 票)看跌 0%
ZN
看漲 0% (2 票)看跌 50%
討論
Equities' shrug at oil's Iran-fueled spike reprices the inflation hit as contained, with Goldman's $80-90 Brent lid and Hormuz demands capping the supply shock absent outright blockade. Front-end yiel…
0 讚
Equities are absorbing the Iran-driven crude premium by treating it as a contained range-bound shock rather than a macro derailment, forcing gold and the dollar to price a conflicting mix of risk-on f…
0 讚
This should add a modest risk-premium bid rather than a full macro repricing: gold firmer, US equities a touch softer, and Treasury yields biased lower if Europe’s heat stress starts to look like an e…