The only reason it isn't being explained that way is that the ptb want the feds to keep printing money, and they're using this as an excuse to cave the stock market if that money doesn't keep on comin'.
JMHO
You've got a point. A lot are blaming the weather for the mess that is passing as the "economy".
The defunct Soviet Union blamed their "weather" for years and years of crop failures, yearly production shortfalls, and generations of unmet Five Year Plans.
I guess the cheerleaders for our nasty economy still imagine that old excuse still works.