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외환/환율 ➡️ 중립 🔴 매우 중요

US Dollar: Upside risks build with Middle East tensions – MUFG

요약

MUFG’s Derek Halpenny and Abdul-Ahad Lockhart highlight that renewed Middle East conflict risks and rising Oil prices are reinforcing upside risks for the Dollar. They note that higher energy costs are fuelling inflation concerns at the Federal Reserve, with officials turning more hawkish.