The S&P 500 has fallen below the lowest closing levels since November 2005, and while 1,200 should serve as solid psychological support, the next key level will not really come into play until 1,175. Indeed, risk aversion is making a comeback in a big way, as indicated by the gains in the VIX Index. Overall, it's pretty clear that the US government's seizure of Fannie Mae and Freddie Mac has failed to shore up the market's confidence, which leaves risk-related trades - such as the JPY crosses and high-yielding currencies - at risk.
S&P 500 Index (Daily Chart)

Source: Bloomberg
VIX Index (Daily Chart)

Source: Bloomberg