The surge in oil has been somewhat overdone, but at base it's a sign of improving growth prospects.

Tomorrow the Fed will pause -- but an end to the easing cycle would be more refreshing.

The FOMC was disturbingly vague -- but the finger is off the rate-cut trigger.

Things will have to get a lot worse for this to be a recession. And they're likely to get better.

As the credit crisis eases, it's time to turn to the growth risks of the November election.

Just when the Fed got things figured out, it's poking the hornet's nest with a new policy tool.

Amidst a nasty correction in stocks, a (sort of) bullish take on an Obama presidency.

It's an intriguing idea -- but to the extent it's true, it's only a temporary effect.

The Fed will soon have no choice but to deal with rising inflation, and bonds aren't ready.

Where are financial sector earnings going to come from? And where's the safety net when the PDCF expires?