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외환/환율 ➡️ 중립

Iran de-escalation sees big drop in Oil and short-Bond yields

요약

Asia Market Update: Iran de-escalation sees big drop in Oil & short-Bond yields; Market not impressed by more circular AI financing; CMXT CN IPO goes gangbusters; JP cabinet reshuffle; FOMC, BOE, BOJ this week + MSFT, META, AAPL & AMZN.