5y UST BEI starts rising again ( 6 July : 2.48 -> 19 Aug: 2.72) : This is cuz of expectation that inflation may be entrenched, not MP expectation change. This makes $ rally and UST curve steepened. <현재시각 외국인 생각>
[매일경제] 속보원달러 환율, 13년 4개월 만에 1340원 돌파
https://www.mk.co.kr/news/economy/view/2022/08/741044/
https://www.mk.co.kr/news/economy/view/2022/08/741044/