Katrina could trigger important revaluations in stocks, bonds, and oil.
Donald L. Luskin
Water In The Streets
Thursday, September 1, 2005
Oil In Perspective
Thursday, August 25, 2005
The risk from record oil prices is less than meets the eye -- or, at least, different.
The Fed's Oil Crisis
Monday, August 15, 2005
The oil spike has a strong inflationary component -- yet it may make the Fed less vigilant.
Are Stocks Protected from Protectionism?
Thursday, August 4, 2005
The market has celebrated deliverance from the China tariff crisis -- but is it really over?
On the Yuan Revaluation
Thursday, July 21, 2005
Friday, July 15, 2005
In a pessimistic and politicized world, stocks are just barely beginning to reflect the macro positives.
On the London Bombings
Thursday, July 7, 2005
Policy Takes A Right Turn
Tuesday, July 5, 2005
Trade, monetary and tax policy risks all abated last week: good news for stocks.
Still Movin' On Up
Monday, July 4, 2005
The death of income mobility has been greatly exaggerated.
Thursday, June 23, 2005
Oil, inflation plays, Social Security, global warming and China.