The rescue is feasible, and should go a long way toward restoring confidence.

Hard to believe, but a rally is imminent. But long-term, the Fed has tragically missed the inflation-fighting window.

As stocks have recovered, so has a glimmer of hope that the Fed might get it right.

In a showdown between the dovish Fed governors and the hawkish regional presidents, the governors win.

Stocks are cheap near-term amidst a jumble of conflicting data, news and politics.

First we exported our inflation to the emerging markets. Now are we hoping to import their rate-hikes?

Inflation-sensitive markets have been distracted by oil -- soon they'll turn to the Fed.

Apparent dollar strength is likely a trading aberration, not a sustainable trend.

The drop in the "inflation plays" is overdone in light of worsening inflation risks.

Inflation pressures are still intense, despite falling commodities and slower growth.