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외환/환율 📉 부정적

Romanian Leu: S&P reprieve leaves downgrade risks – Commerzbank

요약

Commerzbank’s Tatha Ghose says S&P’s affirmation of Romania at BBB-/A-3 with negative outlook gave the Leu short-term relief but did not remove downgrade risk. Fiscal consolidation is progressing, yet political paralysis and wide external imbalances persist.