The calendar impacts the investment climate. March 31 ends the month, quarter, and for several countries and companies, the fiscal year. The Easter holiday is typically among the quietest in the capital markets, with many financial centers closed. After April 1, full liquidity will not return until April 7. At the same time, the dollar, bonds, stocks, oil, and commodity prices more broadly, appear to have morphed from trending to consolildative/corrective markets. There also has been an increase in uncertainty. The consensus for the timing of the Fed's lift-off has fragmented. The ability of the ECB to buy 60 bln ... (full story)