I think one of the most nerdy and brutal comments I have seen about this divergence was roughly: "It is going to be really difficult to do econometrics research for the next decade" because any even remotely sensible set of associations in economics (unemployment/stock market, debt/growth, etc.) will be offset by this period. Typically small upticks in unemployment would portend a downward move in the stock market, yet we had the biggest, sharpest, drop in employment in living memory while the market went up. We had oil trade negative on contracts, but unemployment rise. Coins were disappearing from circulation during a period of dramatically reduced consumer spending. Etc, etc, etc. Weirdsville.