외환/환율
➡️ 중립
US Dollar: North Asia FX misalignment risks – BNY
요약
BNY’s Geoff Yu notes that the US Dollar has strengthened more against a North Asia import-weighted basket than against traditional currencies, raising concerns for US inflation. He highlights that CNY, JPY, TWD and KRW have lagged fundamentals despite large trade surpluses with the U.S.