'Not that great' monetary policy options mean the U.S. economy is at risk.

Shift in financing for middle-market companies still leaves banks at risk.

Shift in financing for middle-market companies still leaves banks at risk.

Yellen expects to keep borrowing costs low for years to come.

Yellen expects to keep borrowing costs low for years to come.

In minutes from the Fed's July meeting, officials said job gains may bring faster interest rate rise than previously expected.

In minutes from the Fed's July meeting, officials said job gains may bring faster interest rate rise than previously expected.

Traders expect Fed overnight rate to max out at about 3.3 percent during this expansion, lower than Fed's own estimate of 4 percent.