Menta today was just a taste of the markets sentiment towards commodity trade with China.
The Chinese trade deficit was probably caused by their long national new years holiday break and high import costs. But of course the market sees those big fat overstuffed miners' profits at risk and they don't like it.
Just wait to see the reaction when the Chinese economy does officially show signs of slowing.
Also there is skittishness due to the mid east troubles but today is just a blip to what is to come.
