C, Yen, USD

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....