Derivatives, unlike other financial assets, are not regulated. In the stock market, there are restrictions on how much you can borrow against your assets. Many international banks are relocating their assets - a world economy bet. There been several structured banking deals (direct and indirect sponsor) including M&A in the last few weeks. Interest rate talk from Janet is what was needed. The FED is also bullish on a 8000 DOW. THIS IS their thinking, but I'll take currency / commodity insurance associated plays from their use of derivatives.
Just one bank that I've been watching is CITI. They may sell a lot of assets. I heard a confirming statement on CNBC today, from one of their talking traders. Banks control money and fund investment controls EXK. If one isn't watching banking use of derivatives per rates, then I wouldn't be investing in the commodity space.
News- You have an understanding of how these machinations affect markets. That is why many of us on this board appreciate your sharing. As to myself, I remain strong in my belief that at some point in time, people will become wary of currencies that are printed up with increasing rapidity and gold will come back into vogue.