Most of the risks lie with exporters right now. Companies say that the higher oil price is hurting demand.
Expectations for the holiday shopping season have been pretty high, but actual sales seem to have fallen a bit short, which is hurting shares.
Exporters' earnings are vulnerable to the dollar's losses and the trend for more weakness is hurting shares.
Exporters' earnings are vulnerable to the dollar's declines and the trend for more weakness is hurting shares.