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The AI 5 versus the S&P 495
The Macro Trading Floor
The Advantages and Disadvantages of Longs in Dollars Versus Renminbi
Dollar versus renminbi is one of the most attractive risk we watch trade out trades. It carries pretty well and may actually work in an adverse scenario, despite it being a positive carry trade. Shorting the Oscar dollar or the New Zealand dollar as a good proxy to play the Chinese weakness has done particularly well.
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