Consumers will stay strong -- bad news for the Fed, good news for the GOP.

Now more than ever, bonds are riding for a fall -- the economy isn't weakening and the Fed's not going to ease.

Where on Lenin's Tomb do Fed officials have to stand to signal their hawkish bias?

The Fed is starting to aim tough talk at the bond market -- will the bond market listen?

In our "first up, then down" strategy model, how long can "first up" last?

Bonds are rethinking the economy and the Fed. Next for rethinking: inflation.

Long-term, the GOP losing congressional control may be best for growth.

An unexpectedly strong economy is set to disappoint the bond market on the upside.

With the Fed on pause, the equilibrium funds rate is now arguably above 6%.

The FOMC fiddles while inflation burns -- and bonds applaud.