According to the inference, Wang Nuo believes that at the stage of shorting the yen, the probability of making money is almost 100%, and the proportion of energy consumption is also 100%, but if there is an opportunity to go long in the future, the proportion of energy consumption is very low.

Negative interest rates, depreciation or something, it should be known information at that time, Wang Nuo used the variable of honest pen reduction, only the trend of the Australian dollar is left, where can the proportion of energy consumption be high?

For the possible long in the second half, it is impossible for Wang Nuo to enter and exit with a full position, he only has one more advantage than others, and he even has the possibility of holding a light position.

Therefore, 30 million US dollars is too little, and the space for advance and retreat, adjustment and other areas are not enough for people to show, Wang Nuo just wants to make 100% money first and make the most perfect preparation for the operation in the second half.

Moreover, Wang Nuo still clearly remembers the first question Liu Dechuan heard when he called Su Jiyue, and Professor Su said: "Whose plan?"

Knowing that it was Wang Nuo's plan, Su Jiyue said the following words, which represented ...... Wang Nuo's mode of operation of capital has been affirmed by many people.

Simultaneous financial investment and charitable investment, especially the large proportion of charitable investment, is equivalent to being happy to see you make more money for the country.

If Wang Nuo makes $200 million in the international market, and then converts $100 million into RMB to do charity in China, it is equivalent to $100 million in foreign exchange reserves for the central bank, because this model of RMB is just a number for China.

If Wang Nuo doesn't do charity, there will be people who will do these things, such as the country, so philanthropists are equivalent to using their own money to help the country, and Su Jiyue's group directly recognized Wang Nuo's qualification to know the "secret".

From this incident, Wang Nuo saw the opportunity to become Yang's mother's "own son".

What is the state's view of earning dollars in the international market and converting them into renminbi for charity at home, and even spending more than half of the proceeds on charity? At the very least, the central bank will absolutely regard Wang Nuo as his "own son," and Wang Nuo can do whatever he wants, because he combines the two sides of finance and charity, and he and the interests of the state are skillfully aligned.

This is the reason why Su Jiyue doesn't mind "leaking" secrets to Wang Nuo, he already knows that even if Wang Nuo gets the information, invests, and obtains benefits, there will be no bad results, after all, these "secrets" are not secrets to the "sons".

What Wang Nuo wants to do is to make a big investment, this time he will make a lot of money, but he will also owe a lot of energy, and then, after making a lot of money, he will directly exchange dollars for RMB and invest heavily in charitable foundations, and the final outcome will be very wonderful.

In the next operation, Wang Nuo can directly form a tacit understanding with the official, and Yang Ma will really regard him as "the youngest son among her own sons", which is very important, and this is also an opportunity.

If we can get more "secrets," can Wang Nuo occasionally make some unexpected investment plans, can he cover up the existence of the honest pen? The two should complement each other.

But that's later, and now Wang Nuo's investment plan is in the eyes of the team members, that is, metaphysical investment, because the team members don't know what information Wang Nuo has obtained from other channels, and they are waiting.

As the position was slowly established, Ye Yaohua, Yuan Rongxin, Meng Han, and Lu Jianming completely raised their hearts to their throats.

This is 3 billion US dollars, the yen rose by 1%, Wang Nuo will lose 30 million US dollars, up 0.5%, and Tyrone International will start to force Wang Nuo to liquidate the position, this is not an investment, it is a life.

"Judging by the mainstream information in the market, the negative interest rate of the yen is a probability. ”

"Every time the Japanese authorities cut interest rates, they at least inject a neutral concept into the market, and the more they say they will not cut rates, the more likely they are to cut them. ”

"But it may not cut interest rates, the long-term depreciation of the yen is high enough, will other economies allow him to continue to play hooligan?"

"A one-time depreciation can lock up hot money and stimulate the local economy, such as a one-time depreciation of the renminbi by 50%? ”

"What the hell is Mr. Wang thinking?"

Wang Nuo's previous investment would explain the origin of probability and the existence of risk to team members, and in the end, he successfully got the return every time, and the risk was too high was only a matter of position.

This time, Wang Nuo did not tell everyone the precise probability, if the probability of the yen up and down is 50%, the information in Wang Nuo's hand, to what extent can the probability of the downside be raised?

Or that the downside probability is large and the downside space is small, can the information mastered by Wang Nuo roughly erase the upside probability.

Also, why take a heavy position before Wednesday, and why make space?

The yen interest rate meeting was not held on Wednesday the 5th, why is it at this point in time.

Why 200 times, 50%?

Why the current point?

Several members of the team couldn't figure it out, and Tyrone International couldn't figure it out, and even the green corner was completely blindfolded, but everyone still had the greatest expectations for this kind of thing.

On the 4th, in the evening, when the construction of the position was completed, this mood of anticipation reached its peak.

“111.51！”

The first half of the position is locked at 111.51.

"The yen is weakening, and the market is amplifying expectations for interest rate cuts on the yen. ”

International market information is frequent.

"Depreciation expectations provide more room for carry and the yen holds steady at 111.50. ”

Interest rate cuts and depreciation will lead to a sudden increase in arbitrage space, which in turn will stabilize the exchange rate.

"The short-term expectation of appreciation of the US dollar will further increase the expectation of interest rate cuts. ”

If the arbitrage space is too serious, it will lead to increased upward pressure and increase the expectation of interest rate cuts, because Japan cannot stand it.

The ingenuity of the financial market is that it can adjust the changes of various data by itself, making money, the exposure will be closed, the data will be stabilized, the arbitrage space will disappear, the reverse effect is obvious, the expected goal is not reached, and the strategy adjustment is increased...... There is money to be made.

For Wang Nuo and others, they actually see only one thing: the leverage in the system is increasing, the risk is increasing sharply, and all kinds of space are looming.

Shanghai market, late at night, after surviving the daytime in Asia, the information obtained by the yen from the local strategy side was digested, and now it is the turn of the external market, Lu Jianming, Meng Han, Yuan Rongxin and Ye Yaohua's eyes are flashing with unconfident but very expectant looks.

Everyone does not have the confidence of 100% victory, but the plan has been promoted, and when the data jumps, practitioners are nervous, but in fact, they have more emotions of expectation, which is the endowment effect, and everyone feels that what they have in their hands is more valuable.

"In addition to getting more of the amount of investment in the following round, in fact, ......" Wang Nuo also felt the problems of the grass platform team under his hands, and thought a little tired: "This is also to improve their confidence, and I need them to have a better state in the next stage of operation." ”

If there is an operation in the next round, then it is as soon as the data comes out, it will enter immediately, and the plan has been determined, but the outcome is unknown, Wang Nuo needs the group of people under him to ensure the state, but he only has a grass platform team in his hands, so ...... It's important to win first.

On the morning of the 5th, with everyone's attention, the yen announced the entry into the era of negative interest rates, implementing an interest rate of -0.1%.

"Fake! Really negative interest rates!"

"No. 5, it's really No. 5, damn Wang, I didn't receive his relevant research report. ”

"It's really negative interest rates, we have 30,000 short contracts!"

"Time, direction, all hit!"