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</html><description>Well it appears the carry trade has now been priced in. However, other news regarding Chinese AI called Deepseek is challenging investors&#x2026;Are we seeing a repeat from the markets after the carry trade? Two things to consider: 1) carry trade is priced in.. 2) Investors will react to this Deepseek and prices will continue to drop. The ultimate scenario would be if prices repeat the same behaviour as the 5th...</description></oembed>
