외환/환율
📈 긍정적
Schnabel concedes energy pass-through is more persistent than the ECB assumed
요약
EU mid-market update: Long-end selloff now carries a US growth justification behind it; Schnabel concedes energy pass-through is more persistent than the ECB assumed; Norges hikes while SNB holds at zero; US-China truce extended only to 10th Jan with rare earths unresolved.