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외환/환율 📉 부정적 🔴 매우 중요

Carry Trade: Supportive backdrop holds – OCBC

요약

OCBC’s Sim Moh Siong and Christopher Wong note that in-line United States (US) inflation and a modestly lower probability of a September Federal Reserve (Fed) hike have left the US Dollar (USD) broadly range-bound while risk assets continue to rally.