외환/환율
➡️ 중립
Trump-Xi summit buys a January truce
요약
EU mid-market update: Treasury’s $6B buyback absorbs only $4B as the 30Y reaches 5.50%; US still studies keeping diesel at home while Iran prices a seven-day Hormuz reopening; Trump-Xi summit buys a January truce; Oracle invokes force majeure as $18B of AI debt discovers energisation risk.