Forward Guidance

(1) Tweaking the Fed’s forward guidance. (2) Data-dependent guidance needs new data. (3) A brief history of the Fed’s forward guidance. (4) Eeny, Meeny, Miney, Mo. (5) BIS not impressed with forward guidance tool. (6) Credibility and communication. (7) Too much information can reduce credibility. (8) Committee cacophony. (9) NZIRP is bubble-prone. (10) More known unknowns in China, Japan, and Russia. (11) Collateral damage: Copper showing China losing its shine. (12) Confidence falling in Japan. (13) Remember Sudetenland! (14) S&P forward earnings unfazed by global turmoil. (15) Deep freeze hits Q1 earnings. (16) Focus on market-weight-rated S&P 500 Retailers.