"Retail investors aren't taking part because they are getting run over by macro events, " he said.

WSJ: Asian Shares End Lower

Two of our three Macro Investment Themes for 2010 are Buck Breakout and Rate Run-up.

FORBES: Intelligent Investing Briefing Book

While Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, does not expect China to run a trade deficit for the full year, he does not expect the country to run a large trade surplus either.

FORBES: Is the Renminbi Undervalued?

Lower volumes and liquidity due to volatile macro economic conditions in the short term and increased regulations on proprietary trading in the long run will contribute to this lower yield.

FORBES: Goldman Sachs Loses Midas Touch In Trading