fene se tudja, de ez a mostani izé nagyon úgy tűnik mintha egy nagyobb izé '3'-asa volna, amiről meg könnyen kiderülhet később h. csak egy még nagyobb izé '1'-ese volt... )
December 4.-i kiadás, közvetlenül a Dagi-féle stand-up comedy után:
"...We think EUR can continue to rally on a tactical basis, limited to 1.26. But we think this is a rally to sell into. Indeed, the negative reaction by European equities to today’s developments provides a medium-term negative risk to EUR.
The MS FloMo suggests that foreign buying of European equities has been done increasingly on an FX hedged basis, so if there are further investor unwinds of these positions, this should be FX neutral. To the extent that unhedged holdings of peripheral bonds and stocks are unwound, EUR would suffer from negative flows. We think outflows from European investors could pick up given low domestic rates, shaky credit demand and attractive external investment opportunities,
particularly in the US."
EUR/USD