Junk bonds could soon face a double-headwind from inflation and Fed rate hikes.
David Gitlitz
Surprises in Store
Thursday, May 27, 2004
Gradualism means the Fed is not so gradually falling behind the inflationary curve.
$40 Crude
Wednesday, May 19, 2004
This isn't the 1970s -- today's oil prices don't have to be an obstacle to expansion.
What's Up With Gold?
Tuesday, May 11, 2004
Does the drop in gold mean an end to inflationary risk? Not by a long shot.
Clear and Present
Thursday, April 29, 2004
Everyone seems to know the Fed is raising rates. But does the Fed?
On March CPI
Monday, April 19, 2004
Bonds face the reality of the awakening of a long-slumbering Fed.
Clinging
Monday, April 12, 2004
Even after March's terrific jobs report, the Fed still just doesn't get it.