The US$/Euro looks like it is catching the money trend into US assets.
Gold and oil should in all probabilities be sold here
Conclusions:
Markets are set to move higher, because of the QE unwinding frontrunning process.
Small caps are still following the move, but they should be more fragile to higher rates.
Below are a few interesting long ideas:
Here are some short ideas that seem also interesting. I shorted NLSN/BKE yesterday
