Fed

2 Factors that Argue for a March-April Rally

Strong historical stock market returns in March-April, together with a sub-14 VIX, argue for continued stock market gains in the next two months. More 

Gold, GLD Surge on Fed Easy-Money Pledge

For the first time since last summer, precious metals and funds like the GLD have entered a new uptrend as Janet Yellen keeps the cheap money flowing. More 

Janet Yellen: What We Learned From Her First Testimony

We take a look at what Janet Yellen covered in her first congressional testimony as Fed chairwoman, and how she did. More 

Fed Members Provide a Farewell Gift for Ben Bernanke

Fed Chairman Ben Bernanke got a nice parting gift as the Fed unanimously agreed to a second taper, paving the way for Janet Yellen to take over as Chairwoman. More 

Don’t Sweat the Fed

For all the attention given to Federal Reserve policy, the Fed has little latitude to surprise the financial markets in 2014. More 

Fed Taper Deepens a 1997-Style Crisis

The Federal Reserve's taper situation is so far from normal, it's difficult to tell how we get back. After all, the longer the bubble persists, the more painful the fallout. More 

3 Market Predictions for 2014: America, Europe and Bonds

What to expect in 2014: lower bond yields, a continued stock market rally, and leadership from European stocks and emerging market stocks More