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see101

2022-07-04 (22:43:06)

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July 5, 2022 Macro Daily

three line summary

(1) It is reported that Biden will cut tariffs with China on some consumer goods this week.

(2) In Honghai, Taiwan, 3Q sales are expected to increase significantly.

(3) Germany recorded its first trade deficit since 1991.

US 10-year short term interest rate differential +0.047%p (0.000%p)
Korean customer deposits, 58.7 trillion won +1.4 trillion won

K200 night futures fluctuation rate, 0.00%
1 month NDF exchange rate 1,295.55 won (-1.30 won)

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