Whom do you trust anyways, the Commie Chinese or "kamikaze Kuroda"??... When push comes to shove Ol' Kuroda is still the right bet. (And it's about to come to that, sooner rather than later.) All "fundamentals" aside, this is one of the most lopsided carry trades out there. (If not The Most...) That alone is deserving a massive sell-off here, about the size of Montana.