Stocks Yin to Bonds' Yang

Chief financial officers are more optimistic than they were last quarter. Federal Reserve officials remain relatively unconcerned about the subprime mortgage market or a credit crunch. U.S. Treasury Secretary Henry Paulson says the economy is "solid."

It almost feels like thou doth protest too much kind of theatrics.

"Financial markets have been volatile, which imparts more uncertainty to the outlook," as Chicago Fed President Michael Moskow said in a speech Wednesday to the Jewish United Fund Luncheon in Chicago. ...