Labor market to the critics: do you still think QE2 wasn't necessary?

The extension of the Bush-era tax cuts symbolizes that capital is still welcome in America.

The compromise tax bill will pass. Little warts and all, this is a pro-growth landmark.

The FOMC keeps a low profile, and QE2 becomes business as usual.

Not a buy, not a sell. The best bull case has weakened, but other upside factors are in play.

We didn't abort the recovery from the Great Recession -- now, some modest expansion.

After the 4th-best December in 110 years, stocks haven't gotten ahead of themselves.

ADP's crystal ball turned out to be cloudy. Jobs growth will have to wait for 2011.

The Fed won't go broke (at least not on paper), and rising rates won't squelch growth.

Misses at three big banks haven't changed the overall earnings outlook.