Die häufigste Erklärung für den beobachteten Wandel im Marktverhalten ist, dass die Wirtschaftsdaten einerseits nicht schwach genug sind, um sich über die Verfassung der Weltkonjunktur echte Sorgen zu machen, aber andererseits schwach genug, um Raum für weitere geldpolitische Lockerung zu bieten. Nach dem Kurswechsel der BoJ setzt nun auch die EZB auf stärkere konjunkturelle Impulse. Auch Fed und die neue Führung der Bank of England würden
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