Mixed signals prolong "Indian summer," but they're no cause for complacency.
Donald L. Luskin
Net Neutrality Not Neutered
Thursday, December 14, 2006
Two big defeats for "net neutrality" regulation don't make a deregulatory trend.
Walk the Hawk
Thursday, November 30, 2006
The "inflation plays" smell blood in Ben Bernanke's water.
Indian Summer
Tuesday, November 21, 2006
How long can stocks make hay until the Fed lowers the boom?
Stock Market Exit Poll
Wednesday, November 15, 2006
Equity sectors are already responding to the Democratic congressional sweep.
Don't Panic
Wednesday, November 8, 2006
The Democrats did better than expected, but it's not a lurch toward anti-growth policy.
Gut Check for Growth
Thursday, November 2, 2006
Our growth forecast is getting increasingly out of consensus -- and that's just where we like it.
The Price of the Pause
Friday, October 20, 2006
With the Fed on pause, the equilibrium funds rate is now arguably above 6%.
Speaker Pelosi
Thursday, October 12, 2006
Long-term, the GOP losing congressional control may be best for growth.
Highs for Stocks, Lows for Sentiment
Monday, October 9, 2006
In our "first up, then down" strategy model, how long can "first up" last?