2月末全球股市暴跌,其中日元套利交易的平仓被认为是主因。该篇访谈以一位国外资深人士的视角介绍了国际市场上日元套利交易的基本情况,指出在全球流动性持续充足的情况下,短期内套利交易的关键是货币波动性,低波动性是支撑风险资产的关键,反之,投资者必须制定适合自身风险承受力的交易策略。 Global stock markets plunged in late February, with the closing of the yen carry trade considered the main cause. This interview introduces the basic situation of the Japanese currency carry trade on the international market from the perspective of a foreign senior person and points out that the key to carry trade in the short term is currency volatility with low volatility The key to support risky assets, on the contrary, investors must develop their own risk tolerance trading strategy.