A short answer is going to be hard. Will depend on this money being used to buy long, or go short.
If I am right, it tells me we are about to see a sustained move with short term money demand increasing. 'Where to' it doesn't say. Hence the trends and correlations.
The USDindex tells me to be very careful. Period.
VIX has a gap to close above at 26.0. So at the very least, a short dip in equities to fill this gap, otherwise if it doesn't fill now it will come back to fill it later on.
If VIX closes this gap now with SPX holding above 1050, the equities should move up based on this money then buying into equities, commodities should go with them. Happy days.
Otherwise this money is shorting the market into Yen and USD against risk. Gold will tell you if people are worried about it, and commodities will go in the opposite direction.
