Beyond the housing collapse and the credit implosion, things look remarkably good at year-end.
Donald L. Luskin
Is the Inevitable Inevitable?
Wednesday, December 19, 2007
A GOP victory on taxes and spending, and the emergence of Ron Paul, lowers the chances of a growth catastrophe in the 2008 election.
Rescue Rangers
Monday, December 10, 2007
Daily rescue investments in the financial sector signal that the crisis is near an end, and that the Fed has done enough.
Act As Expected
Wednesday, November 28, 2007
The Fed repeats it will only "act as needed," but it's still not likely to disappoint expectations.
Gold's New Line in the Sand
Tuesday, November 20, 2007
Inflation-sensitive markets won't let themselves be talked down for long.
The Wages of Fear
Monday, November 19, 2007
Rising risk aversion is alarming -- but it's also a gift.
Our 'Voluntary' Tax Code
Wednesday, November 14, 2007
Hmmm. Perhaps Charlie Rangel is on to something.
Time to Earn the Panic Premium
Tuesday, November 13, 2007
Stocks are the king of carry trades once again.
The Dollar Will Have to Wait
Thursday, November 8, 2007
The cost of too much ease is becoming clearer to Bernanke, but it won't turn off his liquidity fire-hose.
From Line in the Sand, to Sand in the Face
Tuesday, October 30, 2007
Bullied by gold, oil, the dollar and the futures markets, what can the Fed do to be strong?