Dalian is open and off a couple of percent:
Coking coal is up a touch.
Big Iron is happier, I guess the market feared less action:
Big Gas is treading water:
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Big Gold has gotten little reprieve from the USD bashing. Jawboning cannot outweigh macro in the long run
Banks have rebounded but the big driver of the rally is coughing as the US yield curve has flattened materially with earlier Fed hikes. If you’re long, taking some profits here is not a bad idea:
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Big Spruik is firming with the execrable FXJ going ex-dividend:
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Not a lot of joy for dirt there.