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외환/환율 📈 긍정적

US jobs report day – French-German 10-year spread nears 150bps

요약

EU mid-market update: US jobs report day; French-German 10-year spread nears 150bps; Amazon tries to turn $8B of Blackwells into a financeable asset class; Anthropic adds $18B of junior debt ahead of November IPO; Logan wants 50bps+ but says the term premium may do part of the tightening.