The only comparable event is the post-World War II Baby Boom in the US. This is an opportunity, and can be a huge challenge, because all those people will want to be well-fed, educated and productively employed.

WSJ: The Genesis of Jobs

To avoid a rout, the Fed may well be forced to control the pace of normalization of rates with more QE.

FORBES: How And When Does The 'Real' Currency War Begin?

We can imagine both bullish and bearish outcomes to stimulus reduction, but believe the Fed would be wise to choose a path that is well telegraphed and methodical.

FORBES: Volatility Returns to Market; Simpson & Bowles Present New Tax Plan

After the market closed, the Fed announced that its chairman is recovering well and should be back to work by the end of the week.

FORBES: Alan Greenspan Is No William McChesney Martin

It could well be that he is thinking that if the rest of government is going to be tied down in gridlock the Fed must act with more aggressive efforts than it would like to.

FORBES: With The Election And Fed Uncertainty Soon Resolved, Grip Tightly For Stock Market Volatility