I imagine something will break from here to October that nobody might be occupied with straight away by just taking a look at the value motion across stocks, bonds, metals, commodities, housing, and forex.
The speculation goes like: Something happens -> Spreads will blow up -> Dollar gets the refuge bid -> Bonds go up while stocks go down in a negative correlation world. Metals and housing will fall as well in that world coz inflation will fall off the cliff in Q4.