自从“小三”走了以后,现在“小黑”(据说明年4月退位)也只能认怂。通胀,你家没有;加息,你也不敢;现在先从YCC下手,也算是个预热。日元JPY的carry trade拆仓同时,必然拉着袋鼠(澳元AUD)一起跳水。这波骚操作,你get到了吗?BTW,历次金融危机都是以日元JPY大幅升值为“摔杯”信号的。
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