It’s just a Europe thing. And barely even that.
Donald L. Luskin
Powell or Brainard? Or...?
Wednesday, November 17, 2021
Monetary policy won’t change either way – but bank regulatory policy gets more hawkish.
Infrastructure Was Just the Easy Part
Monday, November 8, 2021
Now, for “the tax-hike bill,” too many circles to square. Too many ways to die.
On the October Jobs Report
Friday, November 5, 2021
On track to reattain the pre-pandemic unemployment rate by April 2022. But not “inclusively.”
On the November FOMC
Wednesday, November 3, 2021
Did Powell just make the elimination of Covid a new criterion for lift-off?
On the GOP Virginia Sweep
Wednesday, November 3, 2021
BBB is dead. We said Biden would govern from the middle. He didn’t. Now he’ll have to.
Treasury Doesn’t Need the Fed to Finance Debt
Tuesday, October 19, 2021
The Fed has done nothing that the Treasury couldn’t have done on its own.
Is Inflation Still “Transitory”?
Wednesday, October 13, 2021
Yes. It’s non-monetary, narrowly based, and not supported by expectations.
On the September Jobs Report
Friday, October 8, 2021
Two payroll disappointments in a row won’t deter tapering, but it will likely slow it down.
The Mighty DUCs Are Gone
Wednesday, September 29, 2021
The fracklog has been exhausted everywhere but the Permian. Time to drill – but will they?