From "considerable time" to "patient." It doesn't matter -- lift-off is still on for mid-year.
Donald L. Luskin
On the December FOMC
Wednesday, December 17, 2014
Tuesday, December 16, 2014
After the falling knife, a new equilibrium -- below the crippling oil prices of the last decade.
Yes, It's Another Greece Crisis
Wednesday, December 10, 2014
But the world has moved on, and even in the worst case the euro currency is secure.
On the November Jobs Report
Friday, December 5, 2014
In the sixth year of the cycle, and despite freezing weather, the best November yet.
Failure to Launch at the ECB
Wednesday, December 3, 2014
Six months in the making, Draghi's pet ABS purchase program is an embarrassing flop.
Buy More Stuff
Friday, November 21, 2014
Dear Mario: All is forgiven. Love, Bundesbank. PS: Big ABS purchases start today
Modeling the 2016 Presidential Election
Wednesday, November 12, 2014
You heard it here first -- GOP by 145 Electoral College votes, and congressional control too.
On the October Jobs Report
Friday, November 7, 2014
Unemployment down, labor force up -- that's "solid." And it makes the Fed effectively easier.
On the ECB November Policy Decision
Thursday, November 6, 2014
Preparations for new easing measures -- while Draghi eases concern about his authority.
On the 2014 Midterms
Wednesday, November 5, 2014
It's a "wave." Now we wait to see how the GOP will govern: for growth, or brinksmanship?