The recent drop in commodities prices isn't an all clear signal for inflation, or for bond yields.

Bond bulls cling to the instinct to buy on dips, but sentiment is beginning to change.

The era of tax cuts is over, and a new era of tax risk has begun.

The Fed's been wrong about the slowing economy -- but they're unlikely to admit it at Wednesday's FOMC meeting.

The problem with this stock market rally is that inflation plays are leading it.

In his second year, Bernanke will have to pay the price for the risks he took in his first.

Bernanke's testimony this week should end all doubt that the next Fed move is to higher rates.

With Bernanke on indefinite hold and tax risk reduced, what's left to rally stocks?