Welcome to countdown. Chinese stocks weaker, volatility in the chinese currency, heading for the best month for the japanese currency. It is about the flow of money, isnt it . And we seem to be reflecting in terms of post g20, china dropping, money flowing into the yen, and ,raders have taken a position japanese long positions, the market is as long on yen as it has been since 2012, and that has been manipulated a little bit by the month and adjustments for the exporters selling dollaryen. He doesnt support this helicopter money, save the world, drop a bag of cash on it. That seems to be the consensus view. We will see how they interpret the commitments that the g20 made. How they see that as giving them cover or leaves them vulnerable. Lets talk about some of the other assets on the move. We have the oil price on the move again. The rig count at its lowest since 2009. 35. 32 nymex is weakened since the last few hours. Speculators raise their net long positions to the highest since pri
[서울신문] 정치 똑바로 해라 … 깨어 있는 자본주의 가 움직인다
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[김정남의 월가브리핑] 파죽지세 머스크의 테슬라, 적정주가는?
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