The fallout is coming through from yesterday's (Tuesday's) data, which was very good. It has given the market a lot of encouragement,
Yesterday's rally was based on a number of factors. There was some financial geometry in there as well. It was an options expiry day on the New York Mercantile with a rising market. That gave it a little more oomph than it needed. Now that oil's flowing, prices are coming back in line.