why did the fed stop at 2%? is it because every other time it's gone to a 1 handle it has created a bubble or two? and it surely does NOT want any japan comparisons being tossed around....
the dollar rallies as the world celebrates the fact (?) that the fed is finished; the fed is done in a traditional sense - there of course will be more TSLF's, and other alphabet soup saviors.....
i don't think the capital raise for banks and brokers will stop anytime soon; the decline in many commodities is likely to be short-lived....
is the positive seasonality that began on 4/1 about to end? will it be sell in may and go away this year? that doesn't always apply...
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