Well, it finally happened – the US Fed cut interest rates this week, and we got a double dose: a whole -50bps knocked off. But therein laid, perhaps, a puzzle: markets went down. Why? Because that -50bps cut everybody was waiting for became interpreted as a panic signal of an economy that needs to drastically turn the ship around. This probably isn’t the case as supported by the world’s leading economy’s latest jobs figures, and on the second Wall Street day post-cut, markets reacted more like how you’d expect. Cue a record high for gold, cue a jump for copper, cue a fresh all time high for th…