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这两天伴随着外围市场的大跌，所有人都在讨论套利交易！ 那么，日韩股市今日大反弹，套利交易危机结束了？ 摩根大通表示， 当前的日元套利交易平仓进程仅完成一半左右！！ 各家投行也都在密集地向客户解释套利交易，本文借用某海外机构发给客户的邮件（8月5日）总结来解释此次事件的始末： Why the Move? The focus remains on the USDJPY carry unwind in the market. How do we know this? Plentyof evidence today suggests this is ongoing and it started over the weekend. The importantpoint to remember is that unwinding this trade leads to a risk asset sell-off- not a Japansell-off. If we look at the moves on Friday post our close and over the weekend, there isevidence of this at play. For example: 为什么会有这样的变动？ 市场焦点仍然集中在USDJPY套利交易的平仓上。我们如何得知这一点?今天有大量证据表明这一趋势正在持续,并且始于上周
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