so many hypothesis and they all do have a adjust possibility. all you said is valid. By saying that, we should not ignore the fact ( CDS spread etc) and also the declining euro to feedback to the EURO economy.
Just like many people see the crash of U.S financial markets back in 2007. Fee people see the big rally in 2009.
it is just a game and game do have a rule. When the rule is broken, then it will be very bloody.
I don't see any black sworn.
China is much better position in terms of ....
As you might be a professional investor, you should not be shocked by yesterday's market move.