Keep Your Eyes Focused on Inflation’s Big Signals

The Fed needs to keep its eyes on economic data the correlates to inflation in order to stay ahead of big jumps in rate hikes. See what measures matter the most More 

Are You Prepared for a Stronger Dollar?

What happens to the stock market if the U.S. dollar rallies? This question isn’t getting much press, but dollar strength could surprise the markets in 2014. More 

Navigating the Great Monetary Unknown

A great unknown in the midst of the change to Janet Yellen at the Fed is just how long the QE program can last without economic damage. More 

The Great Rotation Out of Bonds

The economy will eventually begin to show steady growth and bonds will go back to historical yield levels. I believe the process has already started. More 

Giving Thanks to the Fed and QE

All the signs point to continued market strength, and we should give thanks at this time to the Fed and its QE policy More 

What Bernanke’s Latest Comments Mean for the Market

Ben Bernanke and the Federal Reserve continue to be concerned about making sure the market knows that even if QE is reduced, low interest rates or ZIRP will continue. More 

What Lies Ahead For the Markets?

The news in the markets is really all about when and how much the Fed's taper will begin, and here's my view on the situation More