An increasingly Yellen-dominated FOMC takes a victory lap. Why aren't markets happier?

We told you -- post-shutdown, the GOP can hold the House and make gains in the Senate.

Big upside surprise, small downpayment on the output gap. Therein lies the opportunity.

With QE ruled out, the ECB has pretty much fired all its bullets. The euro area is on its own.

Another upside surprise, in a world that is suddenly less risky and more growth-friendly.

Rigid, dogmatic, nervous, poorly prepped -- and willing to deny the facts to defend policy.

Abe had the guts to back off from carbon targets -- but so far it's his only profile in courage.

The mean equity risk premium will shift lower -- which means that stocks are still cheap.

Bernanke may taper in January, to defer the day when the FOMC rejects Yellen's leadership.

We just hit 7% unemployment -- where Bernanke had promised tapering would be all done.