This is how deals are done. Trump has to act crazy and scare markets, or he won’t scare Xi.
Donald L. Luskin
On Trump’s Tariff Tweets
Monday, May 6, 2019
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.
So About That Recession
Monday, April 15, 2019
Everything causing a recession has stopped causing it. 10-year yields finally realize that.
What you're not hearing about Cain, Moore and the gold standard
Monday, April 8, 2019
If Alan Greenspan and Stanley Fischer can talk about gold as a policy tool, why can't Trump's nominees?
On the March Jobs Report
Friday, April 5, 2019
A relief from February’s recession warning. Then why aren’t bond yields backing up?