The Federal Reserve is in the process of removing emergency stimulus after having raced headlong into reflating the economy six years ago and keeping its foot on the gas despite all the criticism. We don’t know if the exit will be successful in the end, but so far so good. Europe is a different story….

Your morning financial links, expertly curated.

The Fed’s taper of stimulus continues this month, QE purchases are now set at $55 billion (and dropping). Gone from the statement is the 6.5% unemployment threshold for forward guidance, from now on it will be all “qualititative” which means deciding what they want to do in advance and then weaving an anecdotal tapestry of…

My friend Greg Harmon is a trader’s trader, a real guy who actually does this for a living and not as a role-playing exercise on Twitter. I’ve known Greg for a few years and have been reading his excellent blog Dragonfly Capital for the last three or four years. Greg’s a technician by training and even though…

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361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

From this morning’s Bloomberg Brief, Tom Keene had an interesting conversation with Credit Suisse interest rates strategist Ira Jersey about this week’s Fed meeting and what investors should be paying attention to in the bond market. Many of us have only really seen a downward cycle for interest rates and don’t have a great amount…