 So why have the markets rallied on all these weather issues? Well, it could be because funds only care about demand. The key with the funds has always been about the demand, and it's been almost two years that we've talked about this. More specifically is going on with the demand is the fact that the U.S. and China trade relationship, the sanctions that the United States and Europe is putting on both Russia and China, it's pushing those two countries' currencies lower.