Economies haven't improved for many countries but stocks have.
Is it taking a new look at what the bank knows about economics?
It needs to rest and reset in order to set up another run.
The Shiller price-to-earnings ratio is in nosebleed territory.
The new European Commission needs a lot of luck.
Mergers and acquisitions are getting hot. 
Economic weakness may also start to shift expectations about Fed policy.
Chinese imports fall again; UK pound hits 10-month low.
Our market's been a terrific place to invest while Europe withers.
It won't boost eurozone growth or arrest deflation.

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