Tier-1 cities will hold up well, while over-built Tier-2 and -3 cities have gone bust or will but who cares.
The yen could be poised for further devaluation, but not for the optimistic reasons underlying recent trading.
Along with the Bernanke Put, there's now the Bernanke Call, an upper limit on economic growth.
Bank of Japan's plans for QE carry some significant caveats that could scuttle implementation.
While short-term, stock-specific moves will be dictated by earnings, debt-ceiling talks on the horizon could provide a rude awakening.
Republicans have no bargaining chips on spending. Obama will win. U.S. credit rating and debt will lose.
Fed's perpetual balance sheet expansion is pushing the economy onto a razor blade.
While the big indices in China continue a seven-month decline, below the surface, solid performers and pretenders have diverged.
Apocalyptic drama around the world is fading but doesn't mean problems are being solved.
The market has priced in most of the downside risk and possible political outcomes are likely to mollify the impact.