외환/환율
📈 긍정적
US Dollar: Rangebound resilience with upside risks – OCBC
요약
OCBC’s FX Strategist Sim Moh Siong notes that the Dollar is consolidating after payroll-driven gains, with Asia FX diverging on policy signals and flows. The bank has removed its final Fed rate cut and now expects no easing through 2026, alongside higher 10Y yield forecasts.