외환/환율
➡️ 중립
🔴 매우 중요
Oil: Hormuz risk repricing with fragile support – BNY
요약
BNY’s Geoff Yu notes Oil prices have stabilized near $80 as markets digest Iran’s proposed shipping route with Oman through the Strait of Hormuz. The temporary arrangement has reduced perceived disruption risk for Brent and WTI, helped by larger U.S. inventories.