Continue to Sell/short US$ against commodities based currencies like
BRL, AUD, CAD, but also against the EUR
Overweight US 10 Year Treasuries
Continue to Overweight Commodities, Energy, metals
Overweight foreign stocks short and medium term, namely European
(German, French, Spanish, Dutch), Canadian, Japanese, Chinese, Russian
and Brazilian equities
Underweight US & UK equities
