We still say no rate hike. If there is one, at least this time it won’t fly in the face of recession.
Donald L. Luskin
For the Fed, Wrong is Better than Stupid
Tuesday, May 31, 2016
Brexit: Opening Pandora’s Brox
Monday, May 23, 2016
Here’s a riddle. What do you call the European Union without the UK? Germany.
Is the Fed Stuck on Stupid?
Friday, May 20, 2016
No good reasons to hike, and lots not to. It won’t happen. If it does, markets will unravel.
How High Can Oil Go?
Tuesday, May 10, 2016
Calling all frackers: by year-end, sentiment will have flipped from glut to shortage.
On the April Jobs Report
Friday, May 6, 2016
Paradox resolved: the lagging labor market catches up with weakness in everything else.
Trump’s the One
Wednesday, May 4, 2016
It could be yuge. It could be hahrible. But we predict The Donald will be the next president.
On the April FOMC
Wednesday, April 27, 2016
Global conditions still need monitoring. Economy slowing. Tame inflation. Any questions?
More Anbang For the Buck
Wednesday, April 13, 2016
Politics thwarted the Starwood bid – but China will be back: it still has $1.7 trillion to spend.
PIF the Magic Aramco IPO
Monday, April 4, 2016
Read the prospectus: twilight in the desert, or dawn? Or reaction to the “Obama doctrine”?
On the March Jobs Report
Friday, April 1, 2016
Manufacturing payrolls fall, and unemployment ticks up, confirming Yellen’s "uncertainty."