Donald L. Luskin

The Demographics Myth
Monday, March 20, 2017
Donald L. Luskin
The greying of America doesn't explain "secular stagnation," and won't restrain recovery.
On the March FOMC
Wednesday, March 15, 2017
Donald L. Luskin
A dovish dissent from Kashkari, preening for Yellen’s job. The longer-run “dots” don’t move.
On the February Jobs Report
Friday, March 10, 2017
Donald L. Luskin
A beat versus consensus, but a miss versus the Trump tweet-number.
Yellen’s March to Neutrality
Monday, March 6, 2017
Donald L. Luskin
She mentioned the “neutral interest rate” 18 times. That makes it official. It’s a policy rule.
A Trump Correction at Last?
Friday, March 3, 2017
Donald L. Luskin
Two warning signs we’ve been waiting for materialized all at once. Then, a third one.
Joint Session Overshadows FOMC Session
Wednesday, March 1, 2017
Donald L. Luskin
March goes "live," and risk-tolerant markets don’t care. The "natural interest rate" is rising.
It’s a Good Time to be a Fracker
Friday, February 24, 2017
Michael Warren and Donald Luskin
Costs and regulations coming down, production going up – and oil is still headed for $65.
Yellen Gives Conservatives Something to Cheer
Friday, February 17, 2017
Donald L. Luskin
With three Trump appointees, the Fed is likely to move toward rules-based policy.
From Executive Orders to Spontaneous Order
Friday, February 17, 2017
Donald L. Luskin
If the Trump administration is so chaotic, why are markets so resilient and risk-embracing?
The Border Adjustment Tax and Its Victims
Friday, February 10, 2017
Michael Warren, Terry Higgins and Donald Luskin
When is a tax cut a tax hike? When refiners and other firms get hit with the BAT.