- Eu stocks (Dax/FtseMib) "solved" for now "Grexit" recovered price level pre "Greece Referendum" calling (26/06/15). This level could be the "floor" for YTD HIGH for FTSEMIB and recovery 12.000 points for DAX and 2.134 for S&P500
-"Market driver" is now "the resurgence of Shanghai Composite Index" thanks to draconian measures of Chinese Government. Key 3.800 points.
-Greece Stock by (NYSE) fell 13% by the monday open last week(Greece Pre Agreement) shows the "sad truth" of the Greek capitulation. GreeK economy is dead and Greece is a just a collateral.
-The greatest collapse in the history of the VIX index. Over the past five days and counting the VIX has fallen -40% from 19.97 to 12.11.
- "Carry Trade Games": US Dollar strength (long $ short € ) support EU markets, Weakness in the commodity (short crude oil - gold ) and long to USTreasury 10y/30y to tight yield to hold the same value of the US assets. End of the game is the level of US stock that can hold a strong dollar (2.150 SP500?).
-In EU cash to bund and peripheral spread under ombrella
*last edit 19/07/15 - 20:30 UTC + 2