외환/환율
➡️ 중립
AI paper clears only because Broadcom underwrites Anthropic’s chip lease
요약
EU mid-market update: AI paper clears only because Broadcom underwrites Anthropic’s chip lease; Moody’s buys Paris time while HSBC shows deposit costs outrunning loan yields; Wartsila’s engine slots stretch into the 2030s; Ras Tanura fire leaves Gulf export risk unpriced into Israel’s vote.