On Ryan at the RNC
The battle is joined. Volatility is too cheap coming into what is now a referendum election.
On Bernanke at Jackson Hole
An open door to QE. But with the election near and the economy stable, no promises.
On the September ECB Policy Decision
Draghi delivers.
On the August Jobs Report
This won't call the election -- ambiguous conditions on the ground will.
On the September FOMC
Has Bernanke joined John Roberts as a Bush appointee working to re-elect Obama?
Europe Beyond Draghi's Promised Land
The ECB delivered, and the German court didn't interfere. But the euro crisis isn't over.
Rethinking QE3
Less than meets the eye for the economy, but more than meets the eye for gold.
Step by Step, Toward the Cliff
As Romney flails, trial balloons from Washington point to volatility and bad compromises.
Bring in the Noise
After two months of calm, euro area politics are back with a bang.
TrendMacro's Election Model
Obama by 154 Electoral College votes. The economy isn't weak enough for Romney to win.