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Robust US retail sales led to a broad USD bid on Thursday, but FX is pulling back ahead of the weekend, with the exception for the Swiss franc, which is the weakest currency of the past week and month. CHF hit its lowest against JPY and USD in 5 and 3 mth respectively. EURCHF especially rose on a leaked ECB report (more below). The UMich consumer sentiment survey is due up next. Don't forget it's the quarterly “triple witching” rendez-vous --the simultaenous expiration of stock and index options and futures on indexes. We could see surging volatility towards the final hour of trade.