Seemingly unthinkable so recently, the economy managed to pull back from the abyss.
Q2 Marked the Bottom
Friday, July 31, 2009
Check the Exit
Wednesday, July 22, 2009
Bernanke's vision for ending the Fed's hyper-accommodation is all tools and no timing.
A Run on the Fed?
Friday, July 10, 2009
The Fed is losing the short-term financing for its long-term liabilities.
Steady -- And Easy -- As She Goes
Thursday, June 25, 2009
The Fed's abandonment of its deflation worries changes almost nothing.
Strong Enough, Thank You
Monday, June 15, 2009
Emerging markets currencies are re-linking to the dollar -- and that way lies inflation.
On the May Jobs Report
Friday, June 5, 2009
Slowing job losses don't mean the Fed will get on the job of inflation fighting.
Thrown A Curve
Monday, June 1, 2009
A record 2-10 Treasury spread shouts "inflation," but the Fed can't hear it.
Constructive Currency Signals
Monday, May 18, 2009
As in 2003-2004, emerging market forex indicates there are more than enough dollars.
Stress Test for T-Bonds
Friday, May 8, 2009
How high will the 10-year yield go before Bernanke slaps it down?
Fed Says, Give Us Some Slack
Wednesday, May 6, 2009
Bernanke thinks the economy has turned the corner -- all the worse for inflation risk.