Donald L. Luskin

As Inflation Collapses, the Fed Clings to The Big Lie
Thursday, November 30, 2023
Donald L. Luskin
They keep saying growth causes inflation (the opposite is true). But they aren’t acting on it.
On Walmart’s Deflation Call Thursday
Thursday, November 16, 2023
Donald L. Luskin
Deflation is coming. The consensus thinks that’s bad. Walmart is telling you it's good.
Celebrate Victory Over Inflation, Even if the Fed Doesn’t
Tuesday, November 14, 2023
Donald L. Luskin
Curing the economic cancer of inflation is an end in itself. The Fed will catch on soon enough.
On the October Jobs Report
Friday, November 3, 2023
Donald L. Luskin
You’ve heard about “bad news is good news.” Now meet “good news is good news.”
On the November FOMC
Wednesday, November 1, 2023
Donald L. Luskin
This is so dovish Powell can’t even bring himself to admit it.
That Quarter, Those Yields, This Correction
Friday, October 27, 2023
Donald L. Luskin
A sharp equity correction when there should have been a blow-off top. What happened?
On the September Jobs Report
Friday, October 6, 2023
Donald L. Luskin
Powell believes many things that aren't true. This fake payroll beat may be one of them.
On the September FOMC
Wednesday, September 20, 2023
Donald L. Luskin
The Fed found a way to make one-and-done sound like bad news.
A Bad Month for Gasoline Won’t Fuel the Fed
Wednesday, September 13, 2023
Donald L. Luskin
They already knew about it when they made all those dovish remarks. Hiking cycle over. 
On Powell at Jackson Hole
Friday, August 25, 2023
Donald L. Luskin
Ugh. We are making “progress” against inflation except we’re not. Classic Powell.

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