stephanie link, rebecca patterson, hang out.e another topic. >>> here is another burning kudlow question for tonight. was it just bloomberg reporters who used information from bloomberg terminal customers improperly? or was the data used to make a financial profit for bloomberg traders? the story is not going away. more banks and even foreign governments are ratcheting up their complaints about a breach of privacy. we have the latest on that story coming right up. (announcer) at scottrade, our clients trade and invest exactly how they want. with scottrade's online banking, i get one view of my bank and brokerage accounts with one login... to easily move my money when i need to. plus, when i call my local scottrade office, i can talk to someone who knows how i trade. because i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade. awarded five-stars from smartmoney magazine. available out there. i knew devry university would give me the skills that i needed to make one of those tech jobs mine. we

rebecca patterson of bessemer trust. i do want to buttonhole this conversation, guy, in terms of we've been talking about the exporters specifically you've been talking about toyota motor because for every about 1% depreciation in the yen, it means about a 1% appreciation in operating profits. >> $100 a car i think somebody said. and again, i would have thought toyota would have had a positive -- understanding the tape was negative, i still thought tm would have been up, and it actually was down most of the day, even when i think the tape was positive. so there are a lot of cross-currents here. i'm not ready to bail out on toyota yet. i'm not saying the markets -- the correction is upon us. but you know, you've got to take what the market gives you. and again, tomorrow's level's going to be interesting. if yen rallies, dollar-yen rallies and toyota weakens, again, maybe we'll see some decoupling. >> the dollar holding on to 15,000 as the bull run continues. should you be worried about the meltup? let's bring in ed yarden