Chapter 563: Dragging It
The investment team is the equivalent of a front-line army to a financial institution, and even those who do not understand war can understand that the army can work together.
Green Corner and Thanksgiving Fund are the legions in the two international financial markets, and Green Corner has extended an olive branch and wants to reach a cooperation agreement with the Thanksgiving Fund.
This kind of cooperation does not mean that the funds are combined and used, but that the two parties are independent, but share information and assist each other.
When Green Corner wants to invest, they can directly know everything that Wang Nuo's side knows, and they can also get Wang Nuo's full assistance.
When Wang Nuo needs investment, Green Corner will also lend a hand, Green, Jonas, and Oreno can help from market analysis and trading plans, such as the communication with Dou Jiang, it is completely Green Corner in charge, so that there is a very strong impression of Wang Nuo's side.
But what is fake is what is fake, and if a certain variable is not cut, Wang Nuo is already worried about in-depth cooperation with Green Corner.
And that's exactly what happened.
In the evening, Green Corner only held a meeting for preliminary analysis as usual, and directly took control of the entire conference room.
"I am convinced that the proportion of US dollar assets in China's exchange structure is decreasing, maybe around $300 billion in the third quarter, most of which will flow into the yen asset category, and the rest into other areas such as the euro, with the big goal of trading for the progress of the internationalization of the yuan, or rather...... De-dollarization. ”
"De-dollarization should be what the financial system outside the United States wants to happen, we should first put aside the political impact factor, just look at the financial side, what is happening in the eurozone is very interesting, the euro as a whole tends to fall, but several strong currencies in the Deutsche Mark tend to rise......"
"Judging from the data, the dollar will be under some pressure during the rally, and at the current rate, when the dollar index rises to 95, the pressure may not be bearable, and if the dollar 3-month Treasury bond breaks through 2.56%, it will begin to have a negative impact on the North American economy. ”
"I think that the appreciation of the dollar will most likely continue for a period of time, maybe a month, two months, and under the premise that the yen, which accounts for more than 13% of the dollar index, is in a controlled manner, the rise in the value of the currency will put pressure on the price index, but at the same time attract capital inflows into ......"
Green, Jonas, and Oreno have been mixing in the international financial market for a long time, and the international financial market in their minds already has a clear outline, and as long as they hear the changes in the data, they will adjust the model in their minds at any time.
Ingeniously, this mathematical model is not completely fixed, but is built up of probabilities.
For example, if the USD/EUR changes from 0.85 to 0.84, the US dollar will depreciate, and many probabilities will change at the same time, including gold, oil and the corresponding information of various currencies and then expressed in the US dollar or the euro.
For Wang Nuo, at this moment, he only knows half-understood that the changes of a certain currency will eventually be reflected in the changes of all other factors, but the changes of other factors have corresponding particularities, and the two sides are mutually influential, which is clear to everyone in the industry.
However, the changes in a certain currency will cause some changes in other factors, and then extrapolated back to what impact and what results they will cause, are all probabilities.
The green corner just wanted Wang Nuo, as well as Meng Han, Yuan Rongxin, Lu Jianming and Ye Yaohua who were present, to express their views on probability.
However...... When he felt that everyone was turning their attention to himself, Wang Nuo felt bitter.
Without the support of an honest pen, Wang Nuo just felt a little unconfident, he had his own opinions, and he didn't mind throwing out his own opinions, but he couldn't fully answer all the questions from everyone present about their views.
The simplest thing is that if Wang Nuo wants to understand the argument that "the interest rate of the US dollar 3-month Treasury bond exceeds 2.56%, it will have a negative impact on the US economy", and he needs to read some more information, but this argument is only a small argument in the green corner.
When you are calculating the answer for the first step, others have long regarded the answer of the Nth cloth as an argument for deriving the final argument, what else is there to say?
Dou Jiang has his back to Da Yang's mother, so he won the green corner.
Green Corner only relied on its own strength to completely overwhelm Wang Nuo's side.
"Wang, at the latest tomorrow we will print out all the information for you to analyze, if you do not object to our plan, you do not need to give your opinion now. Seeing Wang Nuo fall into thought, Green remembered that Wang Nuo was a rookie, and couldn't help but express his opinion very bluntly.
"Yes, your advantage is not here, just leave the preliminary work to us. Jonas also smiled, pointed to Oreno, and then reluctantly summed up a few people from the Thanksgiving Fund, and said: "We just need your help to find the interval with the most variables, and finally we will try to analyze vectors and probabilities." ”
"With a forward foreign exchange position of $4.8 billion in 2 months, I can complete the position building, and we are confident in controlling the exposure and risk in the yen market. Oreno glanced at the other three people of the Thanksgiving Fund other than Wang Nuo, with undisguised confidence in his eyes.
Green Corner's requirements for Wang Nuo have never been to keep up with the rhythm, what they value is Wang Nuo's keen sense of smell after the accumulation of variables.
It can also be said that the Green Corner is willing to accept the regular state that Wang Nuo does not have the strength to make stable profits, and they take over this part of the work.
But when the variables of the market gradually accumulate to the point where they need to be released, Wang Nuo's role comes out, and Green Corner believes that he has a keen sense of smell and needs to come out in a timely manner to give analysis conclusions and contribute to the final investment plan.
"The accumulation and release of variables can be carried out at the same time, maybe the general trend will be relatively stable, and the trend of data changes will cover a long time axis. Wang Nuo let out a sigh and looked at the people in the conference room, the little worry in his heart had not yet dissipated, but his confidence was slowly returned.
Until now, Wang Nuo has discovered that his worries stem from his eagerness for quick success.
Even the group of people in the green corner can very objectively determine that Wang Nuo's hard power is insufficient, but Wang Nuo himself has the delusion of keeping up with the pace of the green horn at all times, how can this not be difficult.
"We don't need to seize all the inflection points, we only need to catch one or two variable flashpoints within a certain period of time, which is enough to complete the income target of capital operation. Green looked at Wang Nuo expectantly and asked, "So, what do you think of my view? At the beginning of the third quarter, should we invest in the core of the rising dollar, the yen?"
"We have made a corresponding profit on shorting the Australian dollar, how many opportunities do you think there are for the Australian dollar and the euro to be shorted at the same time?" Oreno was also thinking about it, and he didn't mind letting Wang Nuo know the position of the green corner at all.
"I need some time, and I've been busy lately, and there are a lot of things that haven't been done on the charitable foundation's side recently...... Risks should be strictly controlled. Wang Nuo shrugged his shoulders and decisively determined the early rhythm of in-depth cooperation with Green Corner: drag.