Markets have already done the tightening -- and Yellen likes keeping us all guessing.

Yellen "takes note" of falling inflation expectations, and one member calls for negative rates.

It's risk-off since Yellen flubbed last week's FOMC. Now QE4 may come before "liftoff."

A big blow to the labor market, and an even bigger blow to what's left of the Fed's credibility.

Prices have seen the lows, but CAPEX hasn't -- production will decline through mid-2016.

If oil has bottomed, and bad data keeps the Fed on hold, then it's a 7-year streak for stocks.

A disastrous earnings season, but oil has stabilized and the Fed is in revolt against Yellen.

A pack of lies to save the pride of an ailing Yellen. Fortunately, nobody believes her.

A big contradiction to our recession call. Liftoff now seems certain -- but likely still a mistake.

Animal spirits in the aftermath offset the "terror tax." If only it had driven oil prices higher.