외환/환율
➡️ 중립
US Dollar: Supported but capped by softer data – OCBC
요약
OCBC’s Sim Moh Siong and Christopher Wong note that lower US Treasury volatility, if sustained, could help high-beta currencies and EM carry trades, even as the Dollar stays supported. They highlight solid 10-year and 30-year auctions and a recent decline in the MOVE index.