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We have fiddled around in recent days with key inflection points in risk, including the 200-day moving average in the US S&P500 and the Ichimoku cloud level in USDJPY, not to mention the 200-day moving average in risk trades like USDCAD, but today seemed to offer a rather definitive statement on the fate of the risk on, risk off trade for now, as the strong risk sell-off took control into the finish today. EURUSD fell below 1.2000 and Dow 10,000 also gave way on the day. All risk indicators pointed south. This looks like a very emotional environment, and leverage should be adjusted accordingly.

by: saxobank