Equity markets too a breather last night, about time we had a little consolidation here. Still think we head higher slowly but maybe we correct a little more in the meantime.

US curve rallied nicely, so did the AUD curve in light of yesterdays inflation numbers but the trend is murky there and that is 1 market to avoid. Think rates are about to range here with some episodes of downside pain.

Still bullish EURJPY and USD agst CHF, JPY & Gold. Avoiding energy here but natural gas is slowly performing to the upside here. It has landed on my radar today, a space to watch.

Ags & Sugar confirming the upward trend. Space to be.