The FOMC meets, facing a secular breakdown in the labor market.
Donald L. Luskin
If This Earnings Season Has Been So Great...
Monday, April 26, 2010
...then why haven't consensus earnings -- or stocks -- tracked on the upside?
Goldman Sucks
Monday, April 19, 2010
The new systemic risk: liability for past sins and heightened clamor for regulation.
The Consumer: QED
Friday, April 16, 2010
The recession is so over, the consumer is still king, and the "new normal" is off the table.
George W. Bush's 2010 Tax Miracle
Thursday, April 15, 2010
Mass conversions to Roth IRAs could produce a gusher of revenue, reducing our budget deficit by as much as half next year.
Greece Gets TARPed
Monday, April 12, 2010
The euro is saved, for now. But a lawless rescue is a permanent blow to credibility.
Updates on China, Oil, Jobs, the Consumer, and the Fed
Friday, April 9, 2010
The yuan moves oil, jobs move consumption, and unemployment keeps the Fed on hold.
On the March Jobs Report
Friday, April 2, 2010
A weak report: employment and unemployment are growing at the same time.
No Protectionism Threat: Yuan To Bet?
Thursday, March 18, 2010
The Schumer-Graham tariff bill is back, and China will probably blink again.
Obamacare: Do Markets Care?
Thursday, March 18, 2010
So many anti-growth long-fuse tax bombs, and so little reaction.