Rebalancing, realistic projections are key
Market reaction to geopolitical events often proves overblown
Price pressures continue pullback, led by energy
Exports of crude oil, gold rose sharply
Economist warns people to be 'prudent' about any rebound in market activity
Natural resources accounted for largest share of GDP in a decade
Unemployment rate hits 4.3% as interest rates take economic toll
The rate dropped to its lowest level since early February
There have been job cuts across a range of sectors in the U.S. this year
Defaults, delinquencies poised to rise for rate-sensitive borrowers