As far as what to track beyond currency flows, I guess I would have this list:
Bond yields. (Driver of the expectations car) 2YT and 10YT, Bunds
Gold. (backseat driver with plenty of opinions but no control over the route)
Oil. (hitchhiker in passenger seat along for the ride but with a different destination in mind) Brent and WTI spot.
Equities. (petulant child dragged by ear into the back seat and forced to go wherever driver takes us) S+P 500, FTSE, DAX etc. attention to financial sector and to a lesser degree reits.
Am I way off? Missing something major?
Bond yields. (Driver of the expectations car) 2YT and 10YT, Bunds
Gold. (backseat driver with plenty of opinions but no control over the route)
Oil. (hitchhiker in passenger seat along for the ride but with a different destination in mind) Brent and WTI spot.
Equities. (petulant child dragged by ear into the back seat and forced to go wherever driver takes us) S+P 500, FTSE, DAX etc. attention to financial sector and to a lesser degree reits.
Am I way off? Missing something major?