Stocks. Previous forecast looking good. Expecting a secondary peak in May/June, then down into mid 2012 as before.
Bonds. Previous forecast looking good. I believe that US bonds will follow the same path as Greek bonds later this year.
Gold. Previous forecast looking good. Gold to start a multi-month decline in the next month or so. But bullish long term.
Other markets. Look out for unexpected appreciation of yuan against dollar soon. Commodities – including food and oil – topping around now.