A huge beat on the headline job gains plus a clear acceleration of wage growth puts the Fed in a very tough spot.
This is some amazing moment...I say let it rain.
This year, we need a new way of thinking about how Fed policy will evolve.
Take upbeat outlooks for equities with a grain of salt, and try these sectors to stay safe.
The Federal Reserve definitely is more confident in its forecasts than it should be based on its track record over the last decade.
Thursday's stock market rout is just another reminder that flat yield curves and equity investing do not mix.
Fed Chair Jerome Powell appears intent to reverse a near decade's worth of policy in just a couple of years.
The evidence that inflation Is slowing Is mostly circumstantial.
Interest rates tell us a story.
The most worrisome thing during a horrendous week was the news flow really didn't justify such poor action.