Once the bad news is out, Japanese stocks will stabilize -- and the US correction will be short and shallow.
Donald L. Luskin
The Fed is from Venus, The ECB is from Mars
Wednesday, March 9, 2011
Europe is a basket case, and the US is growing. The ECB is raising rates, the Fed isn't.
On the February Jobs Report
Friday, March 4, 2011
Paradox -- the unemployment rate falls, yet Fed tightening expectations recede.
An Oil Shock Tipping Point?
Thursday, March 3, 2011
You'd think we'd already be there, but stocks and gold are clearly saying we're not.
The Libyan Connection
Tuesday, February 22, 2011
The systemic risk from Libya points to Europe and to gold.
This Hawk has Flown
Friday, February 11, 2011
With Kevin Warsh's departure, the Fed loses is best-respected voice for tightening.
On the January Jobs Report
Friday, February 4, 2011
Look through the bad headline and the statistical distortions -- this was a strong report.
Are We Running Out of Armageddons?
Thursday, February 3, 2011
Stocks are not vulnerable on value or sentiment, and Egypt is likely not a systemic risk.
On the January FOMC
Wednesday, January 26, 2011
A slight growth upgrade, a hat-tip to inflation, and no dissents -- overall dovish.
Gold Acts Leaden
Tuesday, January 25, 2011
Why has gold dropped $100 when everyone's suddenly worried about inflation?