외환/환율
📉 부정적
🔴 매우 중요
US Dollar: Low volatility risks and summer outlook – ING
요약
ING strategists Francesco Pesole and Frantisek Taborsky note that DXY-weighted short-term implied volatility has dropped to 2021 levels, despite geopolitical tensions and Federal Reserve risks. Pesole argues that AI-driven equity resilience is anchoring currencies and supporting carry trades.