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Chapter 747 Hedging

The current real-time chart of the Nikkei 225 Index looks like a dragon raising its head. First, it fluctuated within a narrow range at the beginning of the opening, and then it rose by 5% in the afternoon. In just a few minutes, the energy column also broke through the sky.

The long and short sides started hedging below 20300. The market actually doesn't know whether the two sides are trying to absorb more chips, but everyone can see the winning or losing situation.

Lei Hao is also waiting. The addition of real QE measures from the Bank of Japan seems to be very unfriendly to Thunder. However, if things develop according to the predetermined track, it will have more advantages than disadvantages, because the company will absorb more chips and open positions at a higher price. Low.

"Time is running out..."

Everyone in the trading departments of various institutions had just raised this signal in their hearts, but suddenly they saw a picture that made their hearts twitch.

Nikkei 225’s quantitative energy has stagnated…

The current situation is that the bulls want to push up the index, and the bears want to defend. And everyone knows that this time is very short, maybe only a few minutes, and when the volume disappears, it is the time when the situation becomes slightly clearer.

Rising, falling, or shrinking shocks all represent different signals. It is very normal for the Nikkei 225's volume to suddenly disappear. Will the storm follow as everyone expected?

"Bond market, bond market!"

"Japanese sovereign bonds are rising! How is that possible!"

"What happened?"

The stock market is stagnant and the bond market is rising. Anyone in the financial circle will understand what this means.

Fools all know that at this time, they should quickly short-sell stock index futures to withdraw funds and avoid risks. However, the time is too short. In less than ten seconds, the Nikkei 225's volume can be wiped out and it plummets crazily. , then funds were withdrawn from the stock market, and the bulls disappeared.

By this time, no matter how stupid you are, you know something is going to happen.

The securities market began to fluctuate violently before the announcement of the information. The Nikkei 225 turned downwards. The Japanese stock market was calm a few minutes ago, but now it has given back its gains crazily. The bond market is optimistic, and the risk aversion of market funds has suddenly increased. A dizzying series of changes occurred rapidly.

It took almost a minute for the information to be revealed.

"High-level officials of Japan's Ministry of Finance are suspected of malfeasance..."

"Many senior officials of the Bank of Japan concealed their financial status..."

For a moment, Japan seemed to be following China's good example and began to thoroughly investigate officials' malfeasance and corruption. However, anyone who knows anything can see that it is all Mizuho's fault.

Who are the people involved in the issues revealed by Japan’s Ministry of Finance? Almost all of them are related to Mizuho Financial Group, and the central bank’s top executives are almost all related to Mizuho. This is a game played by capital behind the scenes.

You can tell with your toes that the Ruisui tree was exposed to the wind and exposed too much, and its opponent must have been prepared. Just at this time, the thunder came out, so...

"Fake, are all Ruisui a bunch of fools?" Keda and other institutions were almost dumbfounded.

The first reaction was of course that Lei Hao was very lucky, but then he threw this view out of his mind.

Does the Thunder have connections in Japan? Not even a little bit.

Only an institution like Thunder, which is poor with only money but has no connections in Japan, will take action after Mizuho passes an investigation. If it were financial institutions with a long history such as Ketak and HSBC that provoked Mizuho, ​​the latter would be stupid. Will jump out rashly.

Judging from the nature of the funds, only Thunder taking action would not arouse Mizuho's excessive vigilance. Moreover, when the matter began, it was Thunder that Mizuho took the initiative to tease.

What did the Thunder do? According to Lei Hao's character, he would definitely push back if someone teases him. So... someone tipped him off? Or maybe the Thunder analyzed the distribution of funds among major institutions? Or rather, the Thunder haven't considered this at all.

Even if there are no off-market factors, excluding the real QE measures of the Bank of Japan, Lei Hao actually has a good chance of winning. Lei Hao can agree to the conditions of other institutions at any time, introduce funds, and strongly short the Nikkei 225. By that time, the bulls are likely to Exit and start negotiations.

To sum it up, Thunder's strategic purpose is just to use offshore funds to contain Mizuho, ​​giving the domestic headquarters an opportunity to focus on dealing with Taihe.

Mizuho is seeking death. Promoting the Bank of Japan's QE is a trick, but it will leave traces. In addition, there is no stick to knock out the Thunder. The Nikkei 225 index is stuck at an awkward position below 20300, and the nature of the matter has changed. .

Exposed exposures, intensified systemic risks, traces of off-market means, and a pack of wolves... Objectively, Mizuho has been put at a disadvantage.

The Thunder also bear the same risk, but the key is that the Thunder held on, withstood the pressure, and bought their "teammates" time to attack Mizuho. This is the key.

The background is there and the opportunity is there. Between the Thunder and Mizuho, ​​the market chose Mizuho as the point of attack. This in itself is a big gamble.

"It's more cost-effective to attack Mizuho than to attack Thunder. Those little dwarfs in Japan are really cruel!"

"And as long as they have some tacit understanding, they can join forces to lock the market door and absorb what Mizuho spits out."

"It's just that the cost is a bit high and the risk is too high."

Risks are directly proportional to returns, and profits are proportional to costs. This is a very normal thing. Even Lei Hao is very clear that Japan has now begun a civil war in the financial circle, and this mutual confrontation will spread to other fields, including Political arena.

Then the situation is very clear. The bulls are under attack from both sides. What choice will they make?

20,000 points will definitely not be held on. If the Thunder is willing, Mizuho will definitely agree to cut off the game and return to the country to quell the rebellion.

If Thunder's appetite is too big, big institutions like Mizuho can just treat Thunder as one of their opponents. They have to safeguard the interests of the securities market anyway.

But in any case, losing a game first is the inevitable consequence that Mizuho must bear. The short sellers are not just the Thunder, but the entire market.

The political arena is unstable and capital risk aversion is high. The QE measures introduced by the Bank of Japan some time ago may not be realized. In addition, the group of hungry wolves eyeing Mizuho are causing trouble. Mizuho, ​​which has the highest degree of securitization, will definitely be in dire straits.

Mizuho's short-term goal is to close his position and close his exposure. As a long, he naturally has to sell short if he wants to close his position... This is very embarrassing.

The Nikkei 225 fell rapidly, and the bulls did not resist too much. They directly let the index fall to the opening position of 19300, and then started some less fierce confrontations here.

As more information was disclosed, the Nikkei 225 index fell all the way, first breaking 19,000 points, then rushing towards 18,500 points, and finally oscillating below 18,585. The market is waiting for further variables.

At this moment, the biggest variable is the Thunder's big short position.

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