외환/환율
➡️ 중립
🔴 매우 중요
5.27% Treasuries keep turning Iran diplomacy into a rates trade
요약
EU mid-market update: 5.27% Treasuries keep turning Iran diplomacy into a rates trade; OpenAI cancels next-gen model ahead of DevDay due to safety concerns; Anthropic asks public markets to inherit $518B of compute commitments.