외환/환율
📈 긍정적
Oil: Brent retraces gains on fragile ceasefire – Rabobank
요약
Rabobank strategist Molly Schwartz notes that Brent Oil traffic through the Strait of Hormuz remains constrained despite a nominal ceasefire between the US and Iran. War insurance costs have risen sharply and shipowners are being advised to pause Hormuz voyages.