Brace for Another TARP Debate
The rescues are working, and Obama moves to the center -- but the Big Three are going to re-open the wounds to market confidence.
The rescues are working, and Obama moves to the center -- but the Big Three are going to re-open the wounds to market confidence.
Third quarter reported growth was dragged down by isolated factors likely not to repeat -- the expansion is still very much intact.
Our growth forecast is getting increasingly out of consensus -- and that's just where we like it.
The Fed admits its mistake about deflation in 2003 -- now it's the same mistake, but about inflation.
The Democrats did better than expected, but it's not a lurch toward anti-growth policy.
Equity sectors are already responding to the Democratic congressional sweep.
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.