Almost there: another 2013 risk-event with no contagion -- plus the GOP gets a do-over.

A contrarian case: the GOP won! Either way, stalwart markets prove the era of risk-off is over.

Jobs Tuesday is eerily like every Jobs Friday in the Not So Great Expansion.

A risk-off spasm over ECB bank tests ignores the euro area's quantum turnaround.

A less risky economy, Yellen, and the politics of her confirmation put inflation back in play.

An increasingly Yellen-dominated FOMC takes a victory lap. Why aren't markets happier?

We told you -- post-shutdown, the GOP can hold the House and make gains in the Senate.

Big upside surprise, small downpayment on the output gap. Therein lies the opportunity.

With QE ruled out, the ECB has pretty much fired all its bullets. The euro area is on its own.

Another upside surprise, in a world that is suddenly less risky and more growth-friendly.