The Fed chief's dollar talk is not just talk. It's a call to action.

In a matter of days, Fed expectations have shifted 180 degrees -- to the right direction.

Despite the chatter, an improving economy and rising inflation point to a higher funds rate.

Today's fears are overwrought, but they're laying the groundwork for serious future risk.

Markets are wrong if they believe that yesterday's FOMC statement puts the Fed on hold.

We worry about the banks a little. The Fed should worry about an oil price spiral a lot.

Markets are all at critical test-points, waiting to see if the Fed will act to support the dollar and stabilize the oil price.

The ECB challenges the Fed to clean up its own inflationary mess.

We're not scared by bears on the cover of Barron's. We're scared that Bernanke will blow it.

The scariest consequence of the GSE panic is renewed risk of a worst-case inflation scenario.