It’s probably a ploy, but if not, this is no Smoot-Hawley. The real risk is Chinese recession.
Donald L. Luskin
Sympathy for the Tariff Devil
Friday, May 17, 2019
What you're not hearing about tariffs, Trump and Alexander Hamilton
Friday, May 10, 2019
How I learned to stop worrying and love tariffs. For a while, anyway.
What you're not hearing about US/China trade talks
Thursday, May 9, 2019
Do higher tariffs tomorrow mean a forever-war with China?
On Trump’s Tariff Tweets
Monday, May 6, 2019
This is how deals are done. Trump has to act crazy and scare markets, or he won’t scare Xi.
On the April Jobs Report
Friday, May 3, 2019
Today’s strong numbers are as full of contradictions as February’s weak ones.
On the May FOMC
Wednesday, May 1, 2019
Trump is right, and if inflation stays “wonderfully low,” even Powell will agree to cut rates.
What you're not hearing about Q1-2019 GDP
Friday, April 26, 2019
The bond market is wrong if it sees recession -- but this was no 3.2% quarter.
The Perfect Moment to Take Out Iran
Tuesday, April 23, 2019
A "Saudi call" and a million more barrels/day from the Permian mean little upside risk for oil.
What you're not hearing about oil and the Iran sanctions
Monday, April 22, 2019
Taking more of Iran's production off the market won't cause a shortage, it will prevent a glut.
What you're not hearing about Chinese growth
Wednesday, April 17, 2019
China's economy isn't "strengthening" or "rebounding." At best, it's desperately holding together while trade talks drag on.