1/8. Important to keep an eye on the main story.
a) You can think of every single global risk asset risk as being priced off the US long bond. Due to QE, the long bond was wrongly priced. Now it is normalising.
You will do best if you let stock setups guide you and ignore all the noise from of opinions, economics and the "stories." For most investors this is difficult. They love to think they know the reasons behind a price move. It's all BS. The average investor never outsmarts price.