The Out-of-Consensus Consensus
Slowdown fears grip Wall Street -- yet analysts' forward earnings are accelerating.
Slowdown fears grip Wall Street -- yet analysts' forward earnings are accelerating.
The FOMC wants it both ways on growth and inflation -- but its ambivalence puts both at risk.
Equities need the Fed to find the courage and credibility to deal with inflation risk.
Geopolitical tensions are only adding insult to injury. The real risk is in monetary policy.
The Fed chief may hope the data will allow the rate hikes to stop, but there's one more coming.
Tomorrow's GDP report isn't likely to give Bernanke the excuse to stop the rate hikes.
Today's GDP report may take away the Fed's "wrong reason" to do the "right thing."
Tuesday's FOMC meeting will be pivotal for markets and the economy.
Today's job number seals the deal: the Fed is headed for a major error.