speculation, in a nut shell, on why sp moves?, page-4

My thinking ... BLY sp was a bit late in responding to the commodities rally. And just as it started to want to sprint the commodities rally stalls dragging it back.

As a pure speculation I'd say those countries that print hundreds of billions of dollars are scared stiff about inflation and therefore kept saying recovery will be "slow" to give the bears reasons to sell. I'm sure those countries have a strong influence on world bank and IMF and what they say.