In growth-sensitive markets now, it's as though the presidential election never happened.
Wishful thinking in the bond market won't keep rates from heading higher.
Undervalued stocks need a catalyst that clears the overhang of tax policy risk.
The bond market just isn't listening if it believes the Fed is going to slow down.
If the Fed follows through, it's good for stocks and bad for the reflation/inflation plays.
The Fed finally awakens to the inflation threat -- and in time to remain "measured."
Record crude prices mean a monetary mistake could be not just dumb, but disastrous.
Bond yields are finally getting back into line with the rest of the world's markets.
Undervalued stocks have absorbed the inflation scare that has devastated bonds.
Still oblique, but Greenspan's inflation warnings are getting louder and clearer.