Donald L. Luskin

Sticky Inflation? Or Sticking the Landing?
Tuesday, March 12, 2024
Donald L. Luskin
There’s no risk of resurgent inflation. But where’s the deflation that should be here now? 
On the February Jobs Report
Friday, March 8, 2024
Donald L. Luskin
A mass of contradictions – but all Fed-friendly.
Today’s CPI Miss
Tuesday, February 13, 2024
Donald L. Luskin
They upweighted the stuff that inflated most and downweighted the stuff that deflated most.
How Biden and Trump Can Both Lose. Easily.
Thursday, February 8, 2024
Donald L. Luskin and Thomas Demas
We could have a president elected with only one state and 10 Electoral College votes.
On the January Jobs Report
Friday, February 2, 2024
Donald L. Luskin
Data-nerds of the world unite. With January jobs you have nothing to lose but your confusion.
On the January FOMC
Wednesday, January 31, 2024
Donald L. Luskin
The pivot is affirmed. Now Powell will watch inflation to see if there is any inflation. Brilliant. 
Is Quantitative Tightening Over?
Monday, January 29, 2024
Donald L. Luskin
Powell says they’re not talking about it. The FOMC minutes say they are. Does it matter? 
In the Dead of Night, the Fed Ends the Bank Term Lending Program
Thursday, January 25, 2024
Donald L. Luskin
It was never QE, and ending it isn’t QT.  In fact, it’s just become an arb for banks.
FOMC Preview: Groupthink is Dead, Now It’s Just Lies
Friday, January 19, 2024
Donald L. Luskin
Powell and Jefferson are the only ones telling the truth (because they’re not speaking).
On the December Jobs Report
Friday, January 5, 2024
Donald L. Luskin
It’s two labor markets in one. But for our two Feds in one, now it’s all about disinflation.

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