Donald L. Luskin

On the March FOMC
Wednesday, March 20, 2019
Donald L. Luskin
Powell brings the whole FOMC on his apology tour. Mystery remains for the balance sheet.
What Jay Powell isn’t going to tell you about the Fed's balance sheet
Tuesday, March 19, 2019
Donald L. Luskin
Size doesn't matter. It's the maturity composition that makes all the difference.
Inside Our 2020 Presidential Election Prediction Model
Monday, March 18, 2019
Donald L. Luskin
Trump’s huge predicted win is robust to a cooling economy, but not to even a mild recession.
TrendMacro's 2020 election model
Friday, March 15, 2019
Donald L. Luskin
Unveiling our model for the upcoming presidential election. Trigger warning: politics is involved.
On the February Jobs Report
Friday, March 8, 2019
Donald L. Luskin
The biggest miss in 5 years, completely contradicting other labor data. It’s wrong. Just wrong.
What you aren't hearing about the February jobs report
Friday, March 8, 2019
Donald L. Luskin
The consensus isn't stupid. With a miss this big, it just has to be due to bad data.
Fail in Hanoi, Win in Beijing
Monday, March 4, 2019
Donald L. Luskin
Trump walked away from a Chinese trap, making a trade deal more likely and better. 
Extending the Tariff Deadline, Moving the Goalposts
Monday, February 25, 2019
Donald L. Luskin
Trump reaches to snatch more victory from the jaws of victory.
Why Aren’t Oil Prices Higher?
Tuesday, February 12, 2019
Michael Warren and Donald Luskin
We can sanction Venezuela all we want. All the oil market cares about is growth in China.
What you're not hearing about the Venezuela crisis
Tuesday, February 12, 2019
Donald L. Luskin
If putting Venezuela out of business can't make oil go any higher, we have to lower our price target.

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