Disinflation stations | Reuters

A look at the day ahead in U.S. and global markets from Mike Dolan.As scrambling relief rallies go, that was a whopper. Now the hard thinking sets it.The sheer scale Thursday's surge in world markets on a surprisingly soft U.S. October inflation reading probably says as much about the prevailing gloom and uber bearish positioning in investment portfolios as any new found faith in disinflation.A year ago, the…