S&P500 +1.22% The Fed surprised the market with 0 taper of QE.
Bernanke: criteria for end of QE is a substantial improvement of the outlook of the labor market (no actual UE rate number given now)
$GS CEO: gold is alternative to FX, with stabilization of market/interest rates rising, less important to hold gold, more expensive to hold (rising rates)
Housing starts 891K vs. 915K est/896K prior revised to 883K. Permits 918K vs. 950K est