与richard_hz商讨:Yen trade carry unwind(日元贸易套利平仓)不会让天塌下来!

今夜很中国

今夜很中国
自题：梦徊秋水，魂系中华

史迪文：红尘万丈三杯酒，功业千年一品茶。
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日本已經升息2次，同時開始減少國債購賣。大摩統計目前40%~50%套利交易資金已經解槓桿，還有50%會陸續解槓桿!
今后即使再有50%的日元贸易套利平仓,纵然会对美国股市形成一定的冲击,未必造成熊市股灾.

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