If you pump up someone with all kinds of steroids, human growth hormone, and drugs, you will get a bigger, stronger person. Same with the economy. Thus the better GDP numbers. The patient is almost maxed out on drugs and artificial growth engines, it has built up a tolerance. If you take away QE or fiscal stimulus, you will get an economy that goes back in the doldrums.
The patient needs to go cold turkey but it won't be allowed. Dr. Bernanke will be there to keep injecting drugs. This market is hooked on easy money. It does make the economy stronger, but with side effects. $100+ oil will be one of those side effects. The ES is basically untradeable these days so if you are not into long investing or trading small cap movers, I would recommend you take a break.
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