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외환/환율 📈 긍정적

The US economy is in fine fettle, a Dollar tailwind

요약

About the Yen: TreasSec Bessent said he⁠will do "whatever it takes" to support Japan defending the yen. This is a replay of Mr. Draghi’s “whatever it takes” a decade ago to defend the euro. Bessent is working on increasing the repo facility to let Japan borrow more.