This has certainly not been a dull week in Capital Markets. The intraday investor has been exposed to just about everything. As of Friday, we have a commodity market that is telling the investor that global growth is slowing. A U.S equity market continuing to signal, financed by cheap money, that the US consumer is somewhat in the driving seat when it comes to stock prices. And finally, a European sovereign market that appears to be convinced that domestic Japan is about to embark on a global shopping spree. All cannot be true; a couple of these markets will eventually have to back down. The only cert that investors ... (full story)