The AUD is down this morning. The hot money bet appears to be a weak jobs report:
Bonds are bid and XJO is off yesterday’s gains:
Big Iron is ignoring Dalian fireworks:
The Big Gas value rotation has flamed out:
Big Gold ouch. All the more so given BTC:
Big Banks are mixed:
Big Tech fading:
Virus damage is mounting, killing off inflation and stalling value. I’ll BTFD if we get decent puke.