How come inflation plays are soaring while Fed rate cut expectations are diminishing?

With the Fed bowing to recession fears and market expectations, the dollar is collateral damage.

Earnings are coming in strong, except for financials -- and the Fed will take care of that.

Bullied by gold, oil, the dollar and the futures markets, what can the Fed do to be strong?

Yesterday's FOMC disappointed the doves, but the Fed remains tilted toward ease.

A new conundrum: the Fed is injecting record liquidity, yet the funds rate is trading below target.

The cost of too much ease is becoming clearer to Bernanke, but it won't turn off his liquidity fire-hose.

Stocks are the king of carry trades once again.

The Fed is helping the economy talk itself into a slow patch.

Rising risk aversion is alarming -- but it's also a gift.