Falling commodities are the only saving grace...

I am convinced the only thing that is preventing this market from really plummeting is the removal of the commodity headwind (ie rising energy and food prices). The rationale being that consumers will have more disposable income as costs subside. Of course, this "removal" is merely an illusion as this graph points out:

Conclusion: "Removing" this commodity headwind saves consumers a whopping $24 dollars a week ($3.4 x 7). I guess we better go buy retail stocks and domestic equities ;-)