Chinese equities are breaking out.

http://globalmacrotrading.wordpress.com/2014/07/28/recap-2014-07-28/

Macro recap 2014-07-25

http://globalmacrotrading.wordpress.com/2014/07/25/recap-2014-07-25/

Long AUDCAD ~ Weekly ~ 1.0162

back to full tilt then..risk on

How to Structure a Carry Portfolio

I’ve written a lot about Carry, and its uses in trading FX recently. In this article, I will look at how most efficiently to structure a carry portfolio across the varying risk levels.


http://www.dukascopy.com/fxcomm/fx-article-contest/?How-To-Structure-A-Carry&action=read&id=2001

Gold Daily and Silver Weekly Charts - Sleepwalking To a Wipeout

http://jessescrossroadscafe.blogspot.ca/2014/07/gold-daily-and-silver-weekly-charts_18.html

RBNZ meeting (Thursday)

Credit S.

We expect the RBNZ to raise the cash rate by 25bp, its fourth consecutive hike this cycle,
in line with the consensus and market pricing. The tone of the statement is likely to be less
hawkish, in light of the moderation in non-tradable inflation in Q2 and continuing sharp fall
in dairy prices. In addition, we see a chance that the RBNZ will step up its efforts to talk
down NZD. Verbal intervention is more effective now in our view, given a credible threat of
the RBNZ being on hold this year after the July hike

potential New Zealand dollar reversal

http://www.forexlive.com/blog/2014/07/19/the-big-takeway-from-the-week-is-the-potential-new-zealand-dollar-reversal/

Short EURCHF ~ 1.2153

Long NZDJPY ~ 88.65

Back into Copper ~ short ~3.2650

Long GBPJPY ~ 174.24

Long AUDCAD ~ 1.0005

Reading the Jobs Report's Tea Leaves

http://www.bloombergview.com/articles/2014-07-03/reading-the-jobs-report-s-tea-leaves

Barclays Not Smart

http://www.bloombergview.com/articles/2014-06-26/barclays-not-smart

Short Silver...