PutinReReloaded
Madmaxista
Se rumorea que China va a revaluar el Yuan un 10% porque, al contrario de lo que se cree, ya se ha deshecho de todos sus dólares y deuda yanqui.
Rumor: China To Revalue Yuan 10% This Weekend? in [Market-Ticker]
El chiste es este: todo dios está esperando el momento en que China venda masivamente sus dólares, pero eso nadie lo va a ver. Por qué? porque se van a enterar de algo mucho mas perturbador: EL DESCARTE YA HA OCURRIDO.
EEUU y China llegaron a un acuerdo secreto en Febrero del 2009 y toda la deuda yanqui estaba ya devuelta en Abril del 2010. Como lo oís, la hez cambió de manos hace un año y ya es agua pasada. Por qué casi nadie lo sabe? Porque en contrapartida a la recompra EEUU exigió que se mantuviese en secreto durante un año,.
Ese año ha terminado esta Semana Santa. Preparaos para el crash del lunes.
PS: reservados todos los derechos a un OWNED antológico
Rumor: China To Revalue Yuan 10% This Weekend? in [Market-Ticker]
Just stated on CNBC.
I have no way to judge that, but if it comes it is both good and bad.
The good: It's about a third of what has to happen, and as a step ******** it would apply major cooling to the "Chinese miracle" inflation machine. They need to do that too, which makes the rumor plausible. Coming on a long trading weekend here (Good Friday/Passover closes us this week) and on a weekend anyway (China's favored time to do this sort of thing) it would be appropriate both in terms of timing and event.
The bad: While there would be no direct dollar impact from this action since the Yuan is not convertible and thus not part of the $DXY index the indirect effects would be tremendously disruptive in the short term. This has a high probability of forcing corrective actions by The Fed, perhaps even before the futures market reopens Sunday night. The risk for The Fed and United States is that the dollar winds up gapping down by hundreds of pips, perhaps threatening the all-time low. Violation of the all-time low could result in massive pressing of short bets and a possible immediate fiscal crisis.
I have no way to judge that, but if it comes it is both good and bad.
The good: It's about a third of what has to happen, and as a step ******** it would apply major cooling to the "Chinese miracle" inflation machine. They need to do that too, which makes the rumor plausible. Coming on a long trading weekend here (Good Friday/Passover closes us this week) and on a weekend anyway (China's favored time to do this sort of thing) it would be appropriate both in terms of timing and event.
The bad: While there would be no direct dollar impact from this action since the Yuan is not convertible and thus not part of the $DXY index the indirect effects would be tremendously disruptive in the short term. This has a high probability of forcing corrective actions by The Fed, perhaps even before the futures market reopens Sunday night. The risk for The Fed and United States is that the dollar winds up gapping down by hundreds of pips, perhaps threatening the all-time low. Violation of the all-time low could result in massive pressing of short bets and a possible immediate fiscal crisis.
El chiste es este: todo dios está esperando el momento en que China venda masivamente sus dólares, pero eso nadie lo va a ver. Por qué? porque se van a enterar de algo mucho mas perturbador: EL DESCARTE YA HA OCURRIDO.
EEUU y China llegaron a un acuerdo secreto en Febrero del 2009 y toda la deuda yanqui estaba ya devuelta en Abril del 2010. Como lo oís, la hez cambió de manos hace un año y ya es agua pasada. Por qué casi nadie lo sabe? Porque en contrapartida a la recompra EEUU exigió que se mantuviese en secreto durante un año,.
Ese año ha terminado esta Semana Santa. Preparaos para el crash del lunes.
PS: reservados todos los derechos a un OWNED antológico
