Calling all frackers: by year-end, sentiment will have flipped from glut to shortage.
Donald L. Luskin
How High Can Oil Go?
Tuesday, May 10, 2016
On the April Jobs Report
Friday, May 6, 2016
Paradox resolved: the lagging labor market catches up with weakness in everything else.
Trump’s the One
Wednesday, May 4, 2016
It could be yuge. It could be hahrible. But we predict The Donald will be the next president.
On the April FOMC
Wednesday, April 27, 2016
Global conditions still need monitoring. Economy slowing. Tame inflation. Any questions?
More Anbang For the Buck
Wednesday, April 13, 2016
Politics thwarted the Starwood bid – but China will be back: it still has $1.7 trillion to spend.
PIF the Magic Aramco IPO
Monday, April 4, 2016
Read the prospectus: twilight in the desert, or dawn? Or reaction to the “Obama doctrine”?
On the March Jobs Report
Friday, April 1, 2016
Manufacturing payrolls fall, and unemployment ticks up, confirming Yellen’s "uncertainty."
Yellen Adds “Uncertainty”
Wednesday, March 30, 2016
…and in changing the title of her speech, confesses “liftoff” was an error. One and done.
Trump May Be First Since Reagan To Unleash America’s Animal Spirits
Tuesday, March 29, 2016
Will Trump be a madman for capitalism?
On the March FOMC
Wednesday, March 16, 2016
After all the brave talk about “first stirrings” of inflation, the “dots” come down -- again.