Not much change is USD . Any serious damage will be in financials and techs, as the "long fin/tech, short commodities trade " unwinds even more. Some USD weakness and strong precious metals will be good for us. Expect a lot of fanfare as they take Lehman apart. Outfits like UBS and other offtrack bankers may get hit hard. Commodity markets are working just fine. Remember that those who have shorted an index for example and have to cover will create demand. Probably force fed to reduce rates again, very bullish.