We still say Yellen, if she wants it. At least Trump is looking away from tight-money zealots.
Donald L. Luskin
On the July FOMC, and Cohn for Fed Chair?
Wednesday, July 26, 2017
The Peak Oil Myth is Back (But This Time It’s Demand)
Wednesday, July 12, 2017
With oil prices in mid double digits, electrics can’t compete where sales growth is biggest.
Some Thoughts on North Korea’s Nukes
Monday, July 10, 2017
Kim Jong-un is no madman. He wants a seat at the top table of mutual assured destruction.
On the June Jobs Report
Friday, July 7, 2017
Reversing the pattern, payrolls are strong while other labor market indicators are weak.
The Crude Stocks Conundrum
Wednesday, June 28, 2017
Markets remain hypnotized by distorted inventory statistics, ignoring the fundamentals.
Will Democrats Pound SALT?
Friday, June 23, 2017
Proposing to abolish the state and local tax deduction is the best GOP reform hope.
The Trump Trade is On, Not Ossoff
Wednesday, June 21, 2017
The Trump brand proves non-toxic. But four special election wins take useful pressure off.
On the June FOMC
Wednesday, June 14, 2017
A rate hike despite this morning’s inflation shock. Too tight, or is it all about oil?
Trump’s New Faces on the Fed
Monday, June 5, 2017
Disappointing – not enough deregulatory zeal, and too much permahawk orthodoxy.
On the May Jobs Report
Friday, June 2, 2017
Out of whack with all other labor market indicators. We’re still 3 million from full employment.