Does misplaced economic pessimism explain mispriced bonds?
David Gitlitz
Risks to Expansion: Reality or Spin?
Friday, August 20, 2004
Today's pessimism is due more to media bias than to economic fundamentals.
Oil: The Fed's Slippery Slope
Wednesday, August 11, 2004
The bond market is wrong if it thinks that oil is doing the Fed's tightening job for it.
FOMC Preview
Monday, August 9, 2004
Greenspan won't take a pass tomorrow -- but that's where the certainty ends.
Inflation: That '70s Show?
Monday, August 2, 2004
The Fed now has several new reasons to make old inflationary mistakes.
No Bail-Out for Bonds
Tuesday, July 13, 2004
A growth plateau won't save bonds from rising inflation and a behind-the-curve Fed.
Good News?
Wednesday, June 16, 2004
Small improvements in reported inflation only open the door for large policy error.