외환/환율
➡️ 중립
APAC: Hawkish surprises fail to lift front end – BNY
요약
BNY’s Geoff Yu says APAC’s hawkish rate surprises, including Sri Lanka’s 100 bp hike, have failed to revive front-end fixed income flows. Sub-1y flows remain negative, while higher US rate expectations and import bills keep IDR, INR and North Asia FX under pressure.