The jobs numbers weren't small enough to warrant a downgrade to the Australian dollar at this stage.

The Australian dollar is being marked down by association with the New Zealand dollar.

The trend should be a weakening one for the Australian dollar.

The Japanese economy is improving. The outlook for the yen looks positive given Japan's economic backdrop.

Right now, I've recommended Boeing ( BA : Research , Estimates ) for the last couple of months. I did downgrade that about two weeks on the price move. I still think the stocks continue to perform however, although I think the gains will be modest from here in the near term.

The Australian dollar has been dragged down by the New Zealand dollar. Both currencies may well go through several months of under-performance.