A long-overdue correction, and probably a mild recession. But a crisis? We doubt that.

Less than three weeks to go, saying nothing, Fischer ratifies the consensus for no "liftoff."

These numbers won't drive "liftoff." With no new ammo for hawks, the doves and chickens win.

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.