On the April FOMC
No one should be surprised. QE2 continues, as does the slow-motion melt-up in stocks.
No one should be surprised. QE2 continues, as does the slow-motion melt-up in stocks.
Beat the consensus, crush the whisper. Despite event shocks, the recovery has legs.
A speculative reaction -- and a downpayment on the peace dividend in the War on Terror.
Now stocks just have to grow into their earnings. The slow-motion melt-up will continue.
Pervasive pessimism is out of proportion to what's happening in markets and the economy.
An upset NY election, and no credible GOP presidential bid: political risk is on the table.
No, and no -- even though the economy looks weaker today than a year ago.
Shouldn't be a surprise -- and believe it or not, there were a couple of bright spots.
Ironically, a Greek default may strengthen the rest of the Eurozone.
Trichet is poised to compound the ECB's suicidal policy error with a July rate hike.