After six months of destroying financial sector equity, Treasury gets it almost right.

Forward earnings are falling -- but stocks have already fallen far more.

Fear got us into recession, and fear is going to keep us from getting out of it.

The funds rate has been trading below 1% for weeks, and the Fed has moved beyond rate-targeting anyway.

He could usher in a capital-unfriendly "Left decade," but in the near-term Obama's election could be a plus for stocks.

The worst is over for the emerging markets, but the road to recovery will be rocky.

The election is over -- but the battle for the Senate and the Treasury is still being fought.

This recession will end like they all do -- when risk premia coax capital back to work.

Good news for markets -- Obama's meeting of economic icons produced exactly nothing.

Core CPI prints negative, and the Fed openly uses the "D" word.