외환/환율
➡️ 중립
Markets are willing to overlook geopolitical and even Oil—except for France
요약
The falling yield/falling dollar scenario has headwinds—tech/AI sector on two fronts (debt, earnings), the price of oil rising again, and a slew of geopolitical issues, of which French yields top the list but Trump abandoning Ukraine and the Iran war still a force driving money into US safe haven no