From the Floor: Strong data powers equities, hurts bonds

January 04, 2017 commodities, equities, forex, from the floor, macro, saxotrader, saxotradergo, tradingfloor.com

● Strong global data is driving positive Asian sentiment – Moltke-Leth

● PBoC sets weakest Yuan fix since mid-2008 at 6.9526 – Moltke-Leth

● China pushback against market may be theme ahead of Jan 28 New Year – Hardy

● Very high expectations for financials/materials drives FTSE 100 breakout – Garnry

● Big long oil positions are a big risk if Opec & Russia get caught cheating – Hansen

● Investment metals all rising despite rising yields and stronger dollar – Hansen

● Strong data over the last 24 hours see global yields rising across the curve – Boye

● At the money Put premiums on US equities very low for Feb and March – Larsen