Bernanke's homage to deflation-fighting will provide only short-term comfort to battered bond bulls.

Stocks and bonds have worked together to collapse the equity risk premium.</p>

Don't fret. This bond market blow-back is overwhelmingly good news.

Today's data was a mixed bag, but short rates continue to forecast resurgent growth.

Earnings recovery is solidly in place, but stocks will have to adapt to a new era of fair valuation.

Tomorrow's meeting should bring early hints of a forthcoming policy change.

Did the Fed break its promise to the bond market... or is it just that you can't cheat an honest man?

The Fed has allowed long-submerged inflation risks to resurface, but appears unlikely to allow the risk to become reality.

Earnings revisions and bond yields are telling the same pro-growth story.

All the evidence is that the tax cuts on dividends and capital gains are performing exactly as predicted.