Rarely is there any real connection between economic reality and daily market movements. Markets move only because of decisions of gamblers as to what is the best bet, no different than a casino or racetrack. Large bettors skew the prices just as they do with sports betting. After market moves, the explanations are usually comical, using the identical reasons for both up and down markets. The "market media" would compare favorably to any tout sheet.
I'm not against gambling, but I find it humorous that people consider gambling in the stock markets "investing". You're not investing in anything except a wager. Except for IPOs, all of the money you pay for a stock goes to another gambler or a bookie/broker.
Trying to understand anything about the economy by looking at the equity markets is futile.
So what do you consider investing?
How about a safe investment?
How about one that yields 8%?
Please.