Markets are all at critical test-points, waiting to see if the Fed will act to support the dollar and stabilize the oil price.
Donald L. Luskin
Markets Speak, Bernanke Needs to Act
Friday, June 27, 2008
We worry about the banks a little. The Fed should worry about an oil price spiral a lot.
Obama's Social Security Fine Print
Wednesday, June 25, 2008
How more taxes now will mean more taxes later.
From Pessimism to Populism
Friday, June 20, 2008
Today's fears are overwrought, but they're laying the groundwork for serious future risk.
Subprime Lending Was Their Best Idea
Wednesday, June 4, 2008
Where are financial sector earnings going to come from? And where's the safety net when the PDCF expires?
Commodity Prices: Blame the Indexers?
Wednesday, May 28, 2008
It's an intriguing idea -- but to the extent it's true, it's only a temporary effect.
The Upside of Obamanation
Thursday, May 22, 2008
Amidst a nasty correction in stocks, a (sort of) bullish take on an Obama presidency.
The Fed's New New Facility
Friday, May 16, 2008
Just when the Fed got things figured out, it's poking the hornet's nest with a new policy tool.
The Next Thing to Worry About
Thursday, May 8, 2008
As the credit crisis eases, it's time to turn to the growth risks of the November election.