Morning start...fkli firm 1563-65 fcpo strong 3850+

- DJ +32 small but way better than expected.
-Theme -betting on US ecnomic recovery. 1) safe haven reduce, GOLD already -3% this week, 10y bond yield at 6-mth high 2) riskier asset add, commodity, stock 3) therefore US$ dollar strong

-europe mixed, -0.5% to +0.5%.

8.30

-DJ futs +1. regional strong, NK +1% on weak yen KOS +0.3%.
commodity rebound by as much as yesterday slump. CO +2% back to 90 mark. SO +2%

FKLI
-seen catching up with fbm near 1565, with 1560-65 range first. More upside if fbm stays above 65, as seen as re-targeting 70.
-50-70 for the week.

FCPO
-a relief for fcpo bulls, will escape a breakdw but a run towards 3900 looks very expensive too.
-seen steady at 3800-3900 mid range. Above 3820 is upward-bias