The Fed repeats it will only "act as needed," but it's still not likely to disappoint expectations.
Donald L. Luskin
Gold's New Line in the Sand
Tuesday, November 20, 2007
Inflation-sensitive markets won't let themselves be talked down for long.
The Wages of Fear
Monday, November 19, 2007
Rising risk aversion is alarming -- but it's also a gift.
Our 'Voluntary' Tax Code
Wednesday, November 14, 2007
Hmmm. Perhaps Charlie Rangel is on to something.
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?