Just got back from vacation and a quick check round sees I didnt miss much !
Commodities and Oil stil with no floor in sight.
Equity markets esp. China continue to be in corrective mode with the decline continuing
US rate hike - I had said 50:50 Sept but I am now favouring 40:60. Inflation still looking a bit soft and any dependence there was on China providing a sustained growth story are well and truly over.
Commodity currencies still looking south.
Thinking cap back on and time to make some money.