1.) US Dollar Index Strength - Looks like the DXY cash may finally have a decisive breakout over 100 soon.
2.) Weak Japanese Yen - My suspicion is that the BOJ has unofficially put a floor in under 100 USDJPY.
3.) Commodity Bull Cycle - Most areas such as energy, agri and softs have clearly topped out in 2011-201 along with gold, silver and platinum.