For Treasury, it's not a problem at all -- and even if it is, it's the Fed's.
Donald L. Luskin
Gold at All-Time Highs
Wednesday, October 7, 2009
Believe it: the crisis of deflation has been turned into the problem of inflation.
Inflation Returns
Thursday, October 1, 2009
The Fed fears unemployment more than rising prices.
Warsh's Warning
Monday, September 28, 2009
Okay, so the Fed won't be easy forever. Just almost forever.
Gold Above $1000: What Took So Long?
Wednesday, September 16, 2009
The Fed had to fix its bond boo-boo first, but now it's free to inflate -- and it will.
On the July Jobs Report
Friday, September 4, 2009
Job losses continue to slow, but unemployment is more of a "roach motel" than ever.
Monster Rally
Monday, August 31, 2009
Stocks will have to obey Stein's Law: "If something cannot go on forever, it will stop."
In Defense of "Flash" Trading
Thursday, August 27, 2009
It's no different from selling your house without a real estate listing.
Fed Still On The T-Bond Sidelines
Monday, August 24, 2009
Kohn's Jackson Hole remarks don't mean more long-term bond buys are coming.
Great... Now What?
Friday, August 21, 2009
A round-up of our strategic views now that the global economy has hit bottom.