UNPOPULAR OPINION USDCNH
Things you should not bet against and one major of them is commodity currencies. I have done research based on sentiments and everyone is looking for a crisis out of china to be break its market, especially in the housing market.
This is my personal view based on a group of commodity currencies a reversal in all of them in almost certain. Will this push for a second wave of inflation "YES" not likely to be felt a few year is monetary policies reverse which I see them doing, but if they become more aggressive then risk of uncertainty is extremely high also Risk of emerging markets could be far worse that we imagine.
Long commodities and commodity currencies.
This is my personal view based on a group of commodity currencies a reversal in all of them in almost certain. Will this push for a second wave of inflation "YES" not likely to be felt a few year is monetary policies reverse which I see them doing, but if they become more aggressive then risk of uncertainty is extremely high also Risk of emerging markets could be far worse that we imagine.
Long commodities and commodity currencies.
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