Jobs Tuesday is eerily like every Jobs Friday in the Not So Great Expansion.
Donald L. Luskin
Europe's Ghosts of Stress Tests Past
Tuesday, October 22, 2013
A risk-off spasm over ECB bank tests ignores the euro area's quantum turnaround.
On the Shutdown and Debt Limit Deal
Thursday, October 17, 2013
A contrarian case: the GOP won! Either way, stalwart markets prove the era of risk-off is over.
Down to the Wire, and Beyond
Tuesday, October 15, 2013
Almost there: another 2013 risk-event with no contagion -- plus the GOP gets a do-over.
On Yellen for Fed Chair
Wednesday, October 9, 2013
It means Obama is scared. The GOP offer to put sequesters into play will start negotiations.
Let's Hope the Politicians are Lying
Monday, October 7, 2013
Boehner and Obama both say we're heading for default. Game theory likely says otherwise.
Time for Abe to Show Us the Money
Monday, September 30, 2013
Japan faces two tax cliffs -- and so far no pro-growth labor or product market reforms.
On the Pending Government Shutdown
Monday, September 30, 2013
It'll be America's 18th shutdown. They've all been resolved. This one will be, too.
Once More unto the Debt Crisis, Dear Friends
Wednesday, September 25, 2013
The next systemic threat? Likely less market risk and political risk here than meets the eye.
On the September FOMC
Wednesday, September 18, 2013
No taper -- but QE3 never lowered yields, so why risk prolonging it now that they've risen?