A tax-driven surge in personal income could drive mutual fund flows and mask 2013 weakness.

No policy changes, no more details on the Evans Rule. But a slight shift to the hawkish.

Dramatic (but predictable) upward payroll revisions, and no effect on the Fed's Evans Rule.

We're still bullish on gold, but it's not the "conviction trade" it was at $771.

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.