The market has only had eyes for the federal deficit and may have ignored the continued flat to weak data coming from Europe and this risks a rebound in the dollar - but cause the Yen to strengthen against the European currencies.

The fiscal half year end promptly stopped yen strength in its tracks.

But dollar strength should return from October...

...but for how long will this last before things revert back to the way they were?

...but is everything as it seems in the forex markets?

But will consumers have the confidence to sustain this?

Jumping on the recovery bandwagon

Is the mild improvement a true fundamental return to consumer spending?

So why don't the commentators know why?