Golden Week has ended and the metals spreads are best against the Yuan.

Pit Spoo/Bond has run the show with a gap fill yesterday, which had me buy more Equal weighted S&P and Spoos.

That’s the hard risk to be long Equities. Today many of the Nasd names are still just shy of yesterday’s opening.

European debt had a pretty good bounce with the JGB into a level that will run its next move.

The Brazilian Real is strengthening this A.M. with little trade location in EWZ