Hmmm. Perhaps Charlie Rangel is on to something.
Donald L. Luskin
Time to Earn the Panic Premium
Tuesday, November 13, 2007
Stocks are the king of carry trades once again.
The Dollar Will Have to Wait
Thursday, November 8, 2007
The cost of too much ease is becoming clearer to Bernanke, but it won't turn off his liquidity fire-hose.
From Line in the Sand, to Sand in the Face
Tuesday, October 30, 2007
Bullied by gold, oil, the dollar and the futures markets, what can the Fed do to be strong?
Financials Stink Up the Joint
Thursday, October 25, 2007
Earnings are coming in strong, except for financials -- and the Fed will take care of that.
Easier and Easier
Friday, October 12, 2007
How come inflation plays are soaring while Fed rate cut expectations are diminishing?
Where's the There There? Part II
Friday, October 5, 2007
With stocks back to all-time highs, was the summer crisis really about nothing at all?
Honey, I Shrunk The Dollar
Friday, September 28, 2007
The Fed has kicked inflation pressures into high gear, pretty much for no good reason.
A Dearth of a Thousand Cuts
Tuesday, September 18, 2007
Bernanke will cave to market pressure and cut the funds rate once, but a neutral bias will disappoint the doves about future cuts.
The Greenspan Myth
Thursday, September 13, 2007
The last thing Ben Bernanke should be worrying about is what his predecessor would have done.