What short-term effect should the bailout have

on financial stocks, other cyclical stocks, commodities and the dollar? I am curious as to what peoples thoughts are, I don’t have any money in the market and I’m not fishing for tips. From some very trivial reasoning, I would expect the first 3 to go up in price and the dollar to depreciate. But the last time this bill was expected to be passed oil prices dropped very significantly because of lower anticipated demand, in spite of an impending 700B bill to be footed by the U.S. treasury. Can anyone shed some light or personal thoughts on recent events in those markets and what you anticipate ‘should’ happen if the bailout bill is passed?