2014-2016年，日元走势非常有意思，Carry Trading初期，拆借日元后，在外汇市场兑换美元，导致日元一波贬值，随着美债收益率被套利到无利可图时，美联储前瞻式加息预期被确认，于是Carry Trading拆仓，将美元换回日元，导致日元又一波升值回去。这个过程中，黄金与日元基本同步，14-15年先跌，16年回涨。目前美元日元利差接近140（图二），2015年利差也是140（图一），历史会重演，美日上涨，磅日大涨！
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.