Donald L. Luskin

On the June FOMC
Wednesday, June 19, 2013
Donald L. Luskin
One dissent over inflation risk. Another over deflation risk. And by the way, no tapering.
To Taper or Not to Taper?
Monday, June 17, 2013
Donald L. Luskin
Rising Treasury yields may be saying the Fed doesn't need so much foam on the runway.
On the June BOJ Policy Meeting
Tuesday, June 11, 2013
Donald L. Luskin
The BOJ wisely sticks to its strategy -- higher JGB yields mean that it's working.
On the May Jobs Report
Friday, June 7, 2013
Donald L. Luskin
By Bernanke's own metric, the labor market just got worse. How can the Fed taper now?
On April Income and Consumption
Friday, May 31, 2013
Donald L. Luskin
This can't go on. Consumption tracks 2012's sluggish trend, while disposable income falls.
Japan: At Long Last a Correction
Friday, May 31, 2013
Donald L. Luskin
The BOJ can't have both higher inflation and lower yields -- but that's making a buyable dip.
QE Steps Down Before Bernanke Does?
Thursday, May 23, 2013
Donald L. Luskin
His signal was unmistakable. But with deflation risk increasing, he can't follow through.
Equity Risk Premiumania!
Monday, May 20, 2013
Donald L. Luskin
The bull cases and bear cases based on the ERP are equally wrong.
The Abe Restoration
Friday, May 10, 2013
Donald L. Luskin
Abenomics isn't just policy -- it's part of a Japan's cultural and geopolitical awakening.
On the April Jobs Report
Friday, May 3, 2013
Donald L. Luskin
Revisions to March's disaster are welcome, but the labor market remains stagnant at best.

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