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외환/환율 📉 부정적 🔴 매우 중요

European energy and political risks: Is it too early to talk about 2027?

요약

Absolutely nothing to see here on CPI and now we enter the last few weeks of summer with nothing particularly delicious to chew on. September FOMC is still 50/50 and presumably comes down to the jobs report and CPI reports released September 4 and September 11 respectively.