What on the agenda today?

After going to bed last night at around 0200 I woke up later at around 10:00. Making breakfast for my girls. Then watching some funny short videos about financial life style. Now back down to earth, the schedule.

• Update European Market Sentiment.
• Update USD-AUD Index
• Update Watchlists and the pairs I am watching
• Update positions that are on.
• Investigate GM catalysts and Calendar Spread opportunities. 

Not too bad for a Sunday.

The best runners for the next few months are 

• Sweden, Finland, Hungary and Belgium for best sentiment.
• Sweden and Luxembourg for best industrial investments
• Belgium, Sweden, Finland, Slovenia and Estonia for best Service Industry investments
• Greece and Estonia for Building Industry, construction

The limping Dogs are 

• Slovak Republic and Cyprus for over all worst Sentiment.
• Cyprus and Slovak Republic for worst Industrial Production
• Latvia, Cyprus and Slovak Republic for bad Service Industry
• France, Germany and Slovak Rep. for bad Consumers.
• Denmark, Germany and Slovenia for Retail Industry, very bad.
• Cyprus, Hungary and Luxembourg for Construction Industry, bad.

All over all the European Economy is reconverting slowly. That also means they will buy from the USA. Europe and USA make up 30% of Chinas export industry. So China will be doing well and since Australia is depending on China for 70% of its export we can go long on Australian heep meat production and wine!!

We see that Europe is not back on track as it was before COVID. The numbers are NOT the same as before! Before the numbers for the better countries were above 100. Not so now, but climbing. No surprise here.