Earnings are coming in strong, except for financials -- and the Fed will take care of that.
Donald L. Luskin
Easier and Easier
Friday, October 12, 2007
How come inflation plays are soaring while Fed rate cut expectations are diminishing?
Where's the There There? Part II
Friday, October 5, 2007
With stocks back to all-time highs, was the summer crisis really about nothing at all?
Honey, I Shrunk The Dollar
Friday, September 28, 2007
The Fed has kicked inflation pressures into high gear, pretty much for no good reason.
A Dearth of a Thousand Cuts
Tuesday, September 18, 2007
Bernanke will cave to market pressure and cut the funds rate once, but a neutral bias will disappoint the doves about future cuts.
The Greenspan Myth
Thursday, September 13, 2007
The last thing Ben Bernanke should be worrying about is what his predecessor would have done.
Cut or No Cut
Wednesday, September 5, 2007
We still think it's an open question, but either way stocks and inflation plays will do well.
Stocks Don't Need a Rate Cut
Friday, August 31, 2007
There are other tools for the job. In fact, when easing expectations rise, stocks go down.
Where's the There There?
Thursday, August 23, 2007
No recession. No deflation. Was this even a correction?
2007 and the Ghosts of 1998
Thursday, August 16, 2007
The current crisis isn't a repeat of Long Term Capital Management, but it rhymes.