Inflation Mission Accomplished? Not So Fast
Seeming downticks in reported inflation are just counter-trend blips in a continuing uptrend.
Seeming downticks in reported inflation are just counter-trend blips in a continuing uptrend.
How long can stocks make hay until the Fed lowers the boom?
The bond market is ignoring Bernanke's hawkish protestations, because for now it's nothing but talk.
The "inflation plays" smell blood in Ben Bernanke's water.
Good economic news and a steady Fed will inexorably grind down the bond bulls.
Two big defeats for "net neutrality" regulation don't make a deregulatory trend.
Mixed signals prolong "Indian summer," but they're no cause for complacency.
While the bond market denies US inflation, for Thailand it's an all too familiar contagion.
We were right that stocks would dominate in 2006 -- the trick in 2007 will be to call the top.