Zen Master DGT schreef op 12 augustus 2015 09:30:
"this devaluation is likely not a one-time event but rather the beginning of an ongoing and persistent depreciation of the CNY versus the USD. The embedded USD short position within the carry trades will begin to result in losses and margin calls as the USD appreciates versus the CNY, thus forcing investors to liquidate some of their positions. These trades, which took years to amass, could unwind abruptly and exert an influence of historic magnitude on markets and economies."
Dor plotse long USD:
Liquidatie USD short carry. Dus short squeeze USD fondsen. Dus US indices bullish toch? What the fuss? Of zie ik het verkeerd?