- A hot hand at least on his Twitter feed, Bill Gross updates on his German Bund short of a lifetime: "It's happening," he says.
- Up another 17 basis points today, the German 10-year Bund yield is at 0.89% vs. 0.07% just six weeks ago (around the time Gross made his call).
- Next up (but not just yet), says Gross, is China's Shenzhen Index which has about tripled over the past year, the result of a combination of a previous bear market, monetary ease, and Beijing's encouraging both domestic and international punters to invest.
- ETFs: FXI, ASHR, CAF, YINN, KWEB, PGJ, GXC, FXP, YANG, CHN, PEK, CQQQ, MCHI, TDF, QQQC, XPP, YAO, GCH, ASHS, YXI, CN, CHXF, FCA, CNXT, CHNA, BUNL, KBA, JFC, GGOV, BUNT, AFTY, CHAU