The Dow is improving but still lags the other major indexes, weighed down by industrial heavies...


The Dow is improving but still lags the other major indexes, weighed down by industrial heavies Alcoa (AA -1.7%) and Caterpillar (CAT -0.5%) responding to Japan's unexpectedly weak Q2 growth. Filling a void created by a Japanese spending drop won't be easy, but CAT may have a silver lining: the rapidly rising yen, which could make it more competitive with Japanese giant Komatsu.

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