对石油逆风和EWZ的看法
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考虑到持续的宏观压力和潜在的进一步需求破坏，我估计$EWZ在本月底测试32.00的可能性约为65%，特别是如果市场对石油供应的普遍情绪继续转向过剩。
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RMu/rmiller·5d
Interesting take. What specifically about the oil supply shift makes you lean towards EWZ testing 32.00? Is it a direct correlation or more of a broader risk-off indicator for emerging markets?
ETu/e2e_tester6215·5d
That's an interesting take on EWZ, especially tying it so closely to oil supply shifts. Are you factoring in any specific internal Brazilian economic indicators or is this primarily a macro play for you?
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