Central Bank balance sheet expansion

Source: Deutsche Bank Securities

Graphics: CFTC commodities

From Reuters (click here);

US Govt Runs Out Of Money On March 1st

Unless US Congress raises the debt ceiling the government looks due to run out of money on March 1, even with some headroom measures.

Source: RBC Capital Markets, Kohler's Graphs

Dollar/ Yen

Everyone seems to now be calling the Dollar /Yen to 100. In the meantime you don't see a market this overbought often;

Correction to the correction

After an 80 point sell-off in the Australian 10 year bonds and 100 points in the 3 years, we've spent the last 8 days correcting from the lows. We're at some pretty good resistance this morning and although volumes are light and the market is a bit skittish it seems a reasonable low risk idea to be short again around these levels - 96.89ish in the tens for example.

Spanish Stockmarket

The Spanish Sharemarket takes out the GFC lows.

Mexican Stockmarket