coal/mineral & metal mining/steel? "The tide went out yesterday and came back in today," said Art Cashin, director of floor operations at UBS. "...Somebody could blindfold you and all you'd have to say is what's the dollar doing to know where the stock market's going."
Bloomberg: Dollar Rises as Geithner Suggests No Need for More Weakness; Aussie Slips<http://www.bloomberg.com/news/2010-10-21/dollar-rises-after-geithner-tells-wsj-major-currencies-are-in-alignment-.html> The dollar rose against most of its most-traded counterparts after reported comments by U.S. Treasury Secretary Timothy F. Geithner suggested he sees no need for further weakness in its currency. Crude Oil Declines After Dollar Climbs, Chinese Economic Growth Slows<http://www.bloomberg.com/news/2010-10-20/oil-near-82-after-rising-the-most-in-five-weeks-in-n-y-as-dollar-falls.html> Oil declined as investors sold contracts against a rising dollar and the Chinese economy grew at the slowest pace in a year, potentially crimping demand in the world’s biggest energy consumer.
