Regarding FOMC, This November 75bp is a fait accompli... The key is to go from 75 + 75 to 75 + 50 If Lee Sun-yeop's recent view is correct... We can't let our allies such as Britain and Japan break down, and the U.S. is also a problem, so FOMC may control speed the exchange rate Yen, Euro Sluggish -> Dollar Strong In connection with the interest rate hike, the exchange rate does not rise significantly, but I think it is limited... The worst conditions met and made the exchange rate of 1400 won. In particular, Japan, which has a high proportion of the dollar index, has no choice because the euro is in meltdown Real estate PF instability, bond market The real estate PF instability triggered by the Legoland crisis has not been extinguished by the bond market stabilization fund and the supply of 50 trillion won in liquidity, but it feels a little more stable than the first issue. Even if the interest rate rises further, it will stop rising, and if there is an expectation ...