David Gitlitz
The Fed Gets it Right
Wednesday, August 8, 2007
Thankfully no pandering to panic-mongers, but rates likely stuck on hold now until 2008.
Bernanke Won't Hit the Panic Button
Monday, August 6, 2007
Monetary liquidity is already plentiful, and the normalization of the price of credit risk doesn't threaten growth.
Fever of Fear
Thursday, July 26, 2007
It's not the end of the world. But the price of risk-bearing has gone up -- to normal levels.
Dollar Glut, Continued
Friday, July 13, 2007
The fall of the dollar to 15-year lows isn't because there are too many subprime defaults -- it's because there are too many dollars.
Show Me
Friday, June 29, 2007
The Fed needs more proof that inflation has been tamed - and arbitrary core readings aren't it.
Getting Real
Monday, June 18, 2007
The bear move in bonds has been about growth, not inflation. Bond bulls should brace for more bad news on both fronts.
When Doves Cry
Friday, June 8, 2007
Bill Gross brings up the rear of the capitulation parade. But it's just beginning -- bonds will have to brace for Fed rate hikes.
Rodney Revisited
Tuesday, May 29, 2007
For four years, this expansion got no respect. What happens to stocks when it finally does?