June 24, 2008 |
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I'm leaving tomorrow for a short, 5-day vacation on the beautiful Prahova Valley, some 100 miles from Bucharest. I'll have the proper logistics at hand, however, so that I can keep in touch with the markets full time. First off, I guess I'll be running a heavy short yen exposure into the FOMC rates decision, but I'm watching all positions involved with great care. Even though the US stock market has been sliding recently, that hardly looked like a genuinely impulsive event and the Japanese yen
Filed under: Fundamental
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