Investors not only returned to a shortened trading week after the Labor Day holiday on Monday, but also to a bruising on global stock markets, at least for those with long equity positions.

Stock markets and commodities ended the first week of a traditionally bad September deeply in the red, but government bonds and the greenback benefited from the deleveraging and a flight to perceived safety.

Read all about this in my weekly review, highlighting some thought-provoking news items and quotes from market commentators during the past week.

Enjoy the read.