Apple mattered to Q1 performance -- but it says nothing about valuation, or faster growth.

The ECB stands pat -- apparently markets will just have to wait to see if LTRO worked.

At last a correction in stocks, and in the belief that the labor market has turned the corner.

Spanish fears take the forefront, but it's just part of Europe's painful equilibrium.

Forward EPS at new highs, with no Apple. Stocks are getting to be a value play again.

Whether with Hollande or Sarkozy, France will support European integration and reform.

The FOMC darkens its language, lightens its forecast, and does nothing -- yet.

The consumer is alive and well -- everyone has been focusing on the wrong "new normal."

Spain: ratings down, unemployment up. But this is no crisis, and the ECB won't act.

Mario Draghi gives a supply-side economics lesson to euro area leaders.