외환/환율
📈 긍정적
AI capex enters the Fed's inflation case with October hike pricing past even money
요약
EU mid-market update: AI capex enters the Fed's inflation case with October hike pricing past even money; UK headroom halved and French CDS at post-2020 wides before either budget lands; Pezeshkian in New York with a Gulf slot scheduled and no Iranian bilateral.