You got it - It's dollar strength that's killing the market, commodities, gold, foreign currencies, corporate bonds, and foreign bond funds like BWX,BWZ,WIP,EMB and PCY.

A strong currency in the last quarter of the year (Holiday season) can kill exports in the most important time of the year.

This is why I wish Larry Kudlow would shut his mouth about "King Dollar" until the holidays are over.

Dispite whatever anyone says - the markets likes low interest rates and a weak dollar.