외환/환율
📉 부정적
🔴 매우 중요
The inflation narrative is still way more important than the employment story
요약
Core bonds sold off yesterday with the belly of the curve slightly underperforming in the US while European curves showed more of a bear flattening. Daily changes on the US curve varied between +4.7 bps (2-yr) and +6.4 bps (7-yr).