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Daily Research
CORE REGIME — Fed Hike 97.50% (+8.57pp vs 14 Sep), yield 10-tahun menguji 5%, dan headline keamanan AI menekan NQ. Oil tetap didukung gangguan pipa Saudi serta risiko Hormuz, tetapi diplomasi membatasi lonjakan. AUD +3 terkuat; NZD, CAD, dan CHF -2; ES/NQ -2.
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