Recovery continues to be first in 80 years not driven by housing
Higher import prices raise domestic costs, but not incomes
Strong dollar could crush US exports, wages and borrowers
If Fed tightens, long-term rates might actually fall
Central bank could face dead stick landing if it tightens
Blame stagnant wages, not dead cat bounce in home prices
The Fed has been it since 2008, and now owns $1.7 trillion in home loans
Overseas weakness won't derail US economy, should help keep inflation in check
Expect dramatic action by the European Central Bank next week
Yellen whispers 'Bang' but doesn't shoot
When the world is scared it wants sovereign debt, not mortgage-backed securities
Rates are vulnerable to the Fed, but held down by Europe's troubles
When incomes start to rise, everything else will fall into place
Lingering doubts about strength of the 'recovery'
Increase in short-term rates won't necessarily translate into higher mortgage rates