A tax-driven surge in personal income could drive mutual fund flows and mask 2013 weakness.
Donald L. Luskin
On the January FOMC
Wednesday, January 30, 2013
No policy changes, no more details on the Evans Rule. But a slight shift to the hawkish.
2013 Outlook: Doves Ruled Out at the Fed
Friday, January 25, 2013
By its own formulas, asset purchases ought to stop this year, and rates hikes start in the next.
Oh What a Relief It Is
Wednesday, January 23, 2013
The GOP lays down its nuclear option of debt default. What can Washington do for an encore.
2013 Outlook: Think Globally, Shrink Locally
Monday, January 14, 2013
US stocks will pay as we move off the supply side, and the rest of the world moves toward it.
On the December Jobs Report
Friday, January 4, 2013
Coming to the jobs market in '13: new disincentives to work, and more incentives to not work.
Tax Hikes Have Consequences
Wednesday, January 2, 2013
Taxes are going up on everyone -- big. It's a blow to growth, and there's no growth to spare.
Last Day
Monday, December 31, 2012
Avoid the cliff, damage growth. Go off the cliff, kill growth. Only least-bad outcomes now.
On Plan B for Busted
Friday, December 21, 2012
The volatility event may have arrived, and the doomsday scenario rears its very ugly head.
Plan B for Better
Thursday, December 20, 2012
Higher taxes, yes. But with "Plan B" the tax code will no longer be permanently temporary.