C, Yen, USD

Quote from Asparagus:

anyone else noticing C, carry trade and USD, all beginning to slide again in unison?

I have. I'm hoping the U/J and the SP500 get the tight correlation back in the new year.
 
i think we could be about to see another lurch lower in the ugly sectors...when the risk aversion returns it seems to knock everything down. its a good time for picking up deals on those bullish commodity themes.
 
p.s. i wonder if a return to risk aversion has anything to do with an islamic nation putting nuclear firepower in the hands of teenager....
 
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