I do not like USD/EUR since it past resistance and trade data doesn't seem to be helping it.
I like
SEK/EUR (25%)
SEK/JPY (30%)
SEK/ USD (15%)
CAD/EUR (20%)
AUD/EUR (15%)
Close short USD 10 year bond position at a large loss (a 47 bp move against position today)... I knew of the risks of betting against a bond market with government as a buyer (I didn't target 30 year because it has possible to have yield curve flattening and the duration risk of that position). Whatever.... I knew yields would rise without QE.
Like long GLD now... this event seems to be the catalyst to encourage more gold "investment" buying.
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