The Fed is on a new “policy rule,” and the Trumponomics punchbowl won’t get taken away.
Donald L. Luskin
On the December FOMC
Wednesday, December 14, 2016
While the World Cuts, the US Pumps
Monday, December 12, 2016
$65 oil is in sight. OPEC non-members sign up for cuts, and Saudi offers even more.
On Sunday’s Italian Referendum, and the November Jobs Report
Friday, December 2, 2016
Markets are already priced for “No.” But “Si” could be another pro-growth electoral surprise.
Trump and the Art of an OPEC Deal
Monday, November 28, 2016
The Donald’s America will be a global oil powerhouse. A deal can make OPEC great again.
Are Bonds a Threat to Stocks?
Monday, November 21, 2016
Higher yields point to a better environment for equities, and a falling equity risk premium.
Trump and the “Reflation Trade”
Tuesday, November 15, 2016
The back-up in yields may signal something much greater – the end of secular stagnation.
Which Trump Will Americans Get?
Thursday, November 10, 2016
The economy depends on whether the protectionist or the tax-cutter shows up.
Our Hot Take on the Trump Upset
Wednesday, November 9, 2016
Buy the dip? Probably, but it depends on whether we get the protectionist or the tax-cutter.
Our Fearless Predictions
Monday, November 7, 2016
Clinton wins by plurality, but the GOP keeps the Senate and House, and adds governors.
On the November FOMC
Wednesday, November 2, 2016
Barring an election shock, a December hike seems inevitable. It’s a mistake, but not lethal.