David Gitlitz

On April Jobs Data
Friday, May 5, 2006
David Gitlitz
Lesson Learned?
Wednesday, May 3, 2006
David Gitlitz
Will the blowback from Bernanke's pause talk keep the Fed from damaging its credibility?
On Bernanke's Testimony
Thursday, April 27, 2006
David Gitlitz
Another Reality Check
Wednesday, April 26, 2006
David Gitlitz
The market has reversed last week's false hopes, but it's still underestimating the extent of Fed action.
Sorry -- Still Not Done Yet
Thursday, April 20, 2006
David Gitlitz
The Fed is still data-dependent, and all the data points to more rate hikes.
How Much More?
Thursday, April 13, 2006
David Gitlitz
The equilibrium interest rate has moved higher -- so the Fed has much further to go than the market expects.
Gold, the Dollar, and the Fed
Monday, April 3, 2006
David Gitlitz
Gold may be caught up in a commodity boom, but it's also saying the Fed is still accommodative.
On the FOMC Meeting
Tuesday, March 28, 2006
David Gitlitz
Learning Curve
Tuesday, March 21, 2006
David Gitlitz
Bernanke plumbs the yield curve's mysteries, but his economic outlook is clear -- and bad for bonds.
Catch Up
Friday, March 10, 2006
David Gitlitz
The big move down in bonds reflects both shifting Fed expectations and growing inflation worries.