Whats going in the market?

Strong IFO figures from Germany yesterday. EUR/USD moves higher, crosses 1.30 levels, Heavy USD weakness helps precious Metals

At further USD weakness, make sure to be long silver.

Stocks still in bull channels. But Europe could get hurt by USD weakness.

US 10-Year Treasuries will outperform Bunds over the next quarter or even year, as the US economy is longer and at a more mature point in the business cycle than Europe.