Current Global Macro Trends: There is a meme flying around that all the oil profits over the last couple years, is fueling asset inflation. Bond market rallies, equity rallies, the middle easterners and large multinational oil companies are having a hard time finding suitable places to park all this excess cash. Lot of that liquidity is what is currently fueling trading dynamics. 1) Yen crosses 2) Gold/Precious Metals 3) Euro currency strength 4) Russian Equity Indicies 5) World Equity Indicies 6) US bond market
Have the Arabs and the oil executives considered buying the "cheap" put options on any of those asset categories?