REGIME UTAMA — Shock pasokan oil dan yield AS 5.01% mempertahankan kondisi defensif. Fed Hike 95.36% (-2.14pp vs 15 Sep); ECB Hike 55.59% (-12.42pp). USD dan AUD +2; CHF -3; NZD, ES dan NQ -2. Kekuatan AUD dipimpin positioning dan memerlukan konfirmasi risk-on.
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