David Gitlitz
Lesson Learned?
Wednesday, May 3, 2006
Will the blowback from Bernanke's pause talk keep the Fed from damaging its credibility?
Another Reality Check
Wednesday, April 26, 2006
The market has reversed last week's false hopes, but it's still underestimating the extent of Fed action.
Sorry -- Still Not Done Yet
Thursday, April 20, 2006
The Fed is still data-dependent, and all the data points to more rate hikes.
How Much More?
Thursday, April 13, 2006
The equilibrium interest rate has moved higher -- so the Fed has much further to go than the market expects.
Gold, the Dollar, and the Fed
Monday, April 3, 2006
Gold may be caught up in a commodity boom, but it's also saying the Fed is still accommodative.
Learning Curve
Tuesday, March 21, 2006
Bernanke plumbs the yield curve's mysteries, but his economic outlook is clear -- and bad for bonds.
Catch Up
Friday, March 10, 2006
The big move down in bonds reflects both shifting Fed expectations and growing inflation worries.