Markets struggle to come to terms with the reality of inflationary acceleration.
Donald L. Luskin
Wednesday, March 3, 2004
If There's No Inflation, Then How Come...
Monday, February 23, 2004
...basic materials sector earnings forecasts are exploding, and price hikes are starting to move through the pipeline?
China and Inflation
Wednesday, February 18, 2004
Our inflationary fears are not reduced by the several popular China theories.
A Tricky Mixture
Tuesday, February 10, 2004
Equity sectors are being driven by both growth and inflation.
A Buyable Dip
Thursday, January 29, 2004
Rising rates here won't be bad for stocks, knee-jerk reactions notwithstanding.
Iowa -- Who's Upset?
Thursday, January 22, 2004
Kerry's Iowa surprise changes the market's perceptions of electoral risks for the economy.
It Can Happen Here
Thursday, January 15, 2004
The "it" is inflation, and "it" will happen. 1987 deja vu all over again?
The Tax Cut Gift that Keeps on Giving
Monday, January 5, 2004
Last year's rally barely moved valuations on an after-tax basis, and stocks are still cheap.
A Considerable Seduction
Wednesday, December 17, 2003
The Fed's campaign to lower long-term yields and increase inflation is a dangerous bait-and-switch.
The Best Materials
Tuesday, December 9, 2003
In stocks, a new fastest horse emerges as the reflationary expansion turns inflationary.