The back-up in yields may signal something much greater – the end of secular stagnation.
Donald L. Luskin
Trump and the “Reflation Trade”
Tuesday, November 15, 2016
Which Trump Will Americans Get?
Thursday, November 10, 2016
The economy depends on whether the protectionist or the tax-cutter shows up.
Our Hot Take on the Trump Upset
Wednesday, November 9, 2016
Buy the dip? Probably, but it depends on whether we get the protectionist or the tax-cutter.
Our Fearless Predictions
Monday, November 7, 2016
Clinton wins by plurality, but the GOP keeps the Senate and House, and adds governors.
On the November FOMC
Wednesday, November 2, 2016
Barring an election shock, a December hike seems inevitable. It’s a mistake, but not lethal.
Is GDP “Rigged”?
Friday, October 28, 2016
“Advance” estimates ahead of presidential elections tend to be revised sharply lower.
Let’s Talk About Something Other than the Election
Thursday, October 27, 2016
Sure. How about: if the election doesn’t cause a recession, will there still be one in 2017?
Elections Have Consequences
Thursday, October 20, 2016
Maybe not “rigged,” but brutal and corrupt. It will erode confidence and create instability.
If – When? – Hillary Wins
Monday, October 10, 2016
Have markets stopped worrying about Trump, only to start worrying about Clinton?
On the September Jobs Report
Friday, October 7, 2016
More proof of slack in the labor market – but Yellen isn’t likely to be confused by such facts.