Consumer confidence and its impact on C and I

Consumer confidence was way down this month:

  from Econoday

Look whats happened to stock prices (equities) related to confidence in recent months (the picture below).  It does seem like something is out of whack.  Of course it could be the influence of monetary policy that is driving stock prices up.  (see here for the source)   

Normally, you'd see both I and C trend downward as consumers get more pessimistic about the future condition of the economy.  But not right now.