On The June Jobs Report
Friday, July 8, 2005
Friday, July 1, 2005
Bond bulls retreat today as manufacturing defies the case for stagnation.
Monday, June 27, 2005
Oil prices put the Fed on notice: this is no time to be flirting with a less vigilant stance.
Fed, Still Behind the Curve
Thursday, June 16, 2005
This month's seemingly strong dollar masks dangerous underlying weakness in Fed policy.
Wednesday, June 8, 2005
When Greenspan talks, bonds don't listen. Perhaps tomorrow he'll raise his voice.
On the Bond Reversal
Friday, June 3, 2005
Brave New World?
Wednesday, June 1, 2005
Bonds have mistakenly given up on growth -- but the Fed won't give up on rate hikes.
Tuesday, May 17, 2005
Hedge fund panic mongers are trying to jawbone the Fed into a big mistake.
Money Supply Mishmash
Wednesday, May 11, 2005
The inflation-denying soft-patch brigade has found a new way to be wrong.
Stag No, Flation Yes
Tuesday, May 3, 2005
Thankfully, the Fed shows no sign of bowing to the pundits' scare stories.