Seemingly unthinkable so recently, the economy managed to pull back from the abyss.
David Gitlitz
Check the Exit
Wednesday, July 22, 2009
Bernanke's vision for ending the Fed's hyper-accommodation is all tools and no timing.
A Run on the Fed?
Friday, July 10, 2009
The Fed is losing the short-term financing for its long-term liabilities.
Steady -- And Easy -- As She Goes
Thursday, June 25, 2009
The Fed's abandonment of its deflation worries changes almost nothing.
Strong Enough, Thank You
Monday, June 15, 2009
Emerging markets currencies are re-linking to the dollar -- and that way lies inflation.
On the May Jobs Report
Friday, June 5, 2009
Slowing job losses don't mean the Fed will get on the job of inflation fighting.
Thrown A Curve
Monday, June 1, 2009
A record 2-10 Treasury spread shouts "inflation," but the Fed can't hear it.
Constructive Currency Signals
Monday, May 18, 2009
As in 2003-2004, emerging market forex indicates there are more than enough dollars.
Stress Test for T-Bonds
Friday, May 8, 2009
How high will the 10-year yield go before Bernanke slaps it down?
Fed Says, Give Us Some Slack
Wednesday, May 6, 2009
Bernanke thinks the economy has turned the corner -- all the worse for inflation risk.