Donald L. Luskin

Keystone is Key to Low Oil Prices
Monday, February 2, 2015
Michael Warren and Donald Luskin
If oil prices have hit bottom for 2015, cost-reduction takes center stage to set the ceiling.
On Q4 2014 GDP
Friday, January 30, 2015
Donald L. Luskin
Oil is cheaper, we buy more. But pain in the energy sector leaks into the overall economy.
On the January FOMC
Wednesday, January 28, 2015
Donald L. Luskin
It's an upgrade. It's unanimous. Despite "international conditions," lift-off is still on for June.
On SYRIZA's Greek Election Win
Monday, January 26, 2015
Donald L. Luskin and Lorcan Roche Kelly
Draghi had to end a crisis in 2012 after SYRIZA lost. This time it won, but Draghi acted first.
On the January ECB Policy Meeting
Thursday, January 22, 2015
Donald L. Luskin and Lorcan Roche Kelly
With national central banks buying their countries' own debt, the Germans can't screw it up.
Oilmageddon: The Sequel
Thursday, January 15, 2015
Michael Warren and Donald Luskin
Cheap oil is the new consensus. Supply and demand responses will surprise on the upside.
On the December Jobs Report
Friday, January 9, 2015
Donald L. Luskin
The best December in this business cycle -- but not 1999. The Fed can be "patient" until June.
The Deflation Hoax
Thursday, January 8, 2015
Donald L. Luskin
A 10-year yield below 2% doesn't imply a blow to growth, nor monetary deflation.
2015: Oil Change for the Global Economy, Non-US Edition
Wednesday, December 31, 2014
Donald L. Luskin
Break up the BRICs -- BR losers, IC winners. Abe gets a do-over, and the EA gets QE.
2015: Oil Change for the Global Economy, US Edition
Wednesday, December 31, 2014
Donald L. Luskin
We won the oil lottery in 2014. In 2015, we cash in the ticket. We expect a good year.

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