Given the scenario that the economy picks up with the stimulus bill you might see:
Lumber and Copper going up due to more housing which will need framing, piping and electrical wire.
Oil and Gasoline due to more people traveling and factories re-opening.
U.S. Dollar could go up or down!! Rise due to general rising of stock market, or decline due to anticipated inflation. Who knows?
I've been wrong more often than right - so this is not any type of advice!
Best and Hope this Helps