Donald L. Luskin

Don’t Panic Over the Saudi Attack and the Oil Supply
Wednesday, September 18, 2019
Donald Luskin and Michael Warren
OPEC would have had to cut output anyway, given the dramatic increase in American production.
On the September FOMC
Wednesday, September 18, 2019
Donald L. Luskin
The worst of the “heightened uncertainties” is that the Fed is more at sea than ever.
The Oil Glut Even Drones Couldn’t Fix
Monday, September 16, 2019
Michael Warren and Donald Luskin
Not how we expected Saudi production to be curbed to accommodate a Permian surge.
China’s Currency Crisis is Over... Yuan to Bet?
Wednesday, September 11, 2019
Donald L. Luskin
Nice to see risk-back-on. We doubt Trump – with his new enabler Bill Dudley – will let it last.
On the August Jobs Report
Friday, September 6, 2019
Donald L. Luskin
A big miss, but strongly rising wages. It’s too tough a puzzle for the FOMC to solve.
What you shouldn't have to hear about William Dudley's attack on Fed independence
Wednesday, August 28, 2019
Donald L. Luskin
The former NY Fed president calls for nuclear blackmail with the US economy held hostage, and a coup d'etat against a sitting president.
On Powell at Jackson Hole, and Over the Edge with China
Friday, August 23, 2019
Donald L. Luskin
“Trade uncertainty” got bigger today. Powell doesn’t realize how tight that makes the Fed.
On Trump Playing the Hong Kong Card
Thursday, August 15, 2019
Donald L. Luskin
Hong Kong is an existential pressure point for China, and Trump is starting to push on it. 
Never Let a Good Currency Crisis Go to Waste
Wednesday, August 14, 2019
Donald L. Luskin
The curve inverts, with RMB (and Hong Kong’s airport) at the edge of chaos.
Despite the Gloom, Still a Shale Boom
Tuesday, August 13, 2019
Michael Warren and Donald Luskin
The US has captured all the oil demand growth of the last three years. Onward and upward.