David Gitlitz

FOMC Alert
Wednesday, November 10, 2004
David Gitlitz
Perfect Pitch
Friday, November 5, 2004
David Gitlitz
Bush struts his stuff, and the market applauds.
On Third Quarter GDP
Friday, October 29, 2004
David Gitlitz
Dollar Delusions
Tuesday, October 26, 2004
David Gitlitz
It looks like the Fed may have found a new reason to stay too easy for too long.
Barreling Along
Friday, October 15, 2004
David Gitlitz
The bad news is that oil is at $55. The good news is that the Fed isn't panicking.
Scary Kerry?
Friday, October 8, 2004
David Gitlitz
Markets are assessing the dangerous interaction of a Kerry win and a Fed mistake.
Bonds: Sell 'Em While They're Hot
Friday, October 1, 2004
David Gitlitz
A mere data revision triggered a bond market rout -- and there are more revisions ahead.
Bond Illusions
Thursday, September 23, 2004
David Gitlitz
At 4%, bonds are priced on fantasies that growth is slowing and that the Fed is fighting inflation.
Rude Awakening?
Monday, September 20, 2004
David Gitlitz
At these yields, the bond market needs the FOMC to be a lot gloomier than it's likely to be.
A Girlie Man Economy?
Thursday, September 9, 2004
David Gitlitz
Hardly. Politicized pessimism notwithstanding, animal spirits are very much alive and well.