It’s only my view of course but the data is deteriorating and it’s not just the weather I reckon. Indeed one of my Colleagues , Steve Perlberg from BI US has a great Goldman Sachs chart that suggests it might be more than that – you can see it here. So to me it makes no sense that stocks are higher…

Read the original here:
Risk is back on dragging Aussie higher while gold goes along for the ride
