David Gitlitz

Slowdown? Not So Fast!
Tuesday, April 19, 2005
David Gitlitz
Misplaced fears of an economic slowdown increase the risk that inflation will speed up.
Hope Springs Eternal
Wednesday, April 13, 2005
David Gitlitz
Wishful thinking in the bond market won't keep rates from heading higher.
Onward to Normality
Monday, April 4, 2005
David Gitlitz
The bond market just isn't listening if it believes the Fed is going to slow down.
The Fed's Oil Slick
Monday, March 21, 2005
David Gitlitz
Record crude prices mean a monetary mistake could be not just dumb, but disastrous.
About Time
Monday, March 21, 2005
Donald L. Luskin and David Gitlitz
The Fed finally awakens to the inflation threat -- and in time to remain "measured."
The Conundrum Unravels
Tuesday, March 15, 2005
David Gitlitz
Bond yields are finally getting back into line with the rest of the world's markets.
Is Greenspan Getting It?
Tuesday, March 8, 2005
David Gitlitz
Still oblique, but Greenspan's inflation warnings are getting louder and clearer.
Reality Check
Monday, February 28, 2005
David Gitlitz
As the evidence mounts, inflationary risks are becoming impossible for the Fed -- or the bond market -- to deny.
Dollar to Greenspan: "Show Me"
Tuesday, February 22, 2005
David Gitlitz
Even bonds are beginning to see that a "measured" course isn't enough for the Fed.
Bonds: Is This the Turn?
Friday, February 11, 2005
David Gitlitz
Bonds may have finally passed their apogee of irrationality.