We answer clients’ questions about winners and losers under the Tax Cuts and Jobs Act.
Donald L. Luskin
Tax Cuts: Smells Like Victory (For Some more than Others)
Monday, December 18, 2017
On the December FOMC: Good Job, Chair Yellen
Wednesday, December 13, 2017
So we were wrong about her: the super-dove who hiked five times and ended QE.
On the Alabama Special Election, and Tax Cuts
Tuesday, December 12, 2017
The GOP loss creates the deadline that this endless negotiation always needed.
On the November Jobs Report
Friday, December 8, 2017
Small business optimism drives a big payroll beat. We’re still 2.7 million from full employment.
Tax Cuts in the Jaws of Victory
Monday, December 4, 2017
If the GOP Congress will take yes for an answer, major pro-growth policy can be enacted.
Oil: From Priced for Perfection, to Perfect Storm
Monday, November 27, 2017
OPEC will squeeze another 100 million barrels out of global stocks. US producers win.
Delayed Gratification for Corporate Tax Cuts
Monday, November 20, 2017
Phasing-in a corporate tax cut in 2019 makes CAPEX a better deal than if the rate were zero.
Tax Reform: The Sausage Factory Moment
Wednesday, November 8, 2017
The conventional wisdom moves from "tax cuts can't happen" to "tax cuts won't matter."
On the October Jobs Report
Friday, November 3, 2017
So much noisy data, so little time. Payrolls looked like a miss, but they were really a beat.
On Powell for Fed Chair
Thursday, November 2, 2017
Trump’s most timid appointment – a market shock avoided, but an opportunity missed.