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United States
The Fed’s predicament in three paragraphs
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US stock market capitalization higher than any time except NASDAQ bubble
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Chart comparisons to an earlier period of accommodative US monetary policy
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Reasons behind the sell-off in crude oil
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How to Think About Government Debt and Deficits: Don’t Think of an Elephant
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The Investment Climate in Six Points
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Fink: Government shutdown will result in lower equities and lower rates
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Few short-term consequences from the shutdown and debt ceiling impasse
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Attention Shifts from US Fiscal Policy to Monetary, Pushes Dollar Lower
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US retail sales are slowing
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