The Fed is starting to aim tough talk at the bond market -- will the bond market listen?
Hoping Against Hope
Thursday, October 5, 2006
Racing to the Cliff's Edge
Thursday, September 21, 2006
Now more than ever, bonds are riding for a fall -- the economy isn't weakening and the Fed's not going to ease.
Friday, September 15, 2006
Renewed conviction that inflation is dead hangs on a thread less than a hundredth of a percent thick.
Tuesday, September 5, 2006
Bond bulls are in the money -- but it's based on dreams, and reality is on the way.
Update to Our US Bond Forecast
Friday, August 25, 2006
Bonds are very vulnerable: they're tracking Fed rhetoric, not reality.
Data Delusions for Doves
Wednesday, August 16, 2006
The Fed will spin this week's numbers to stay sidelined, but a closer look reveals continued growth and inflation.
Surprise on the Doveside
Wednesday, August 9, 2006
The Fed dug itself deeper in inflation denial yesterday, which raises the price the economy will have to pay tomorrow.
March to Folly
Friday, August 4, 2006
Today's job number seals the deal: the Fed is headed for a major error.
Thursday, July 27, 2006
Tomorrow's GDP report isn't likely to give Bernanke the excuse to stop the rate hikes.
Bernanke on the Hill
Thursday, July 20, 2006
The Fed chief may hope the data will allow the rate hikes to stop, but there's one more coming.