The answer to your question is 'No'.
If those people who claim to know why the SP varies truly did know then they would be the world's biggest fools to tell everyone on here.
In short: No-one really knows because the economic systems are too complex.
The POG falls and the pundits try to assign reason, the TAs choose whatever reason suits the trend and the FA people stand resolute that time will protect them.
BTW. The last time I saw a SP fall and stay down despite common sense it was the 'take down' of IGR so that it could affordably be taken over by SLR.
The 'experts' can begin their denials and down votes.....now.
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