The Fed's appeasement of market panic has brought us to where further rate cuts may do more harm than good.

Recent data supports both optimism and pessimism, but we're still on the upbeat side.

The ascendance of Barack Obama brings anti-growth political risk into focus.

The ECB is poised for excessive ease, weakening the euro but not strengthening the dollar.

Passive and gradualist, the Fed is prolonging the credit crisis and the soft-spot.

If you didn't short risky credits, being long inflation has been the place to be.

The Fed has a bogus rationale for sacrificing price stability on the altar of easy money.

It's just a matter of time, with the Fed utterly oblivious to inflation risk.

The Fed's statements about inflation expectations are not anchored to reality.