We crawl into Yellen's decision-averse mind to see numbers that don't clear the liftoff hurdle.
Donald L. Luskin
On the April Jobs Report
Friday, May 8, 2015
On the April FOMC and Q1-15 GDP
Wednesday, April 29, 2015
The oil shock hits CAPEX and imports -- "transitory" or not, June liftoff is off the table.
Monday, April 27, 2015
As crude hits the top of our predicted 2015 trading range, we look ahead to $15-$40 oil.
Dollar Strength: A Crude Connection
Thursday, April 23, 2015
Two quarters of earnings-wrecking dollar strength is all about oil -- so it's about over.
Thursday, April 16, 2015
The DICK-tators at the ECB declare a QE victory for a recovery already in place for years.
From March Badness to a Monday Miracle
Tuesday, April 7, 2015
No, Wisconsin! But how about the market's reaction to that bad miss on March jobs?
On the March Jobs Report
Friday, April 3, 2015
Payrolls fall to earth, while hourly wages climb. Will Yellen see this as "full employment"?
On the March FOMC
Wednesday, March 18, 2015
Patient (the word) is dead. Long live patience (the concept).
Patient is a Virtue
Monday, March 16, 2015
Will she or won't she? Our FOMC language sweepstakes entry: Yellen will keep the word in.
Houston, You're the Problem
Monday, March 9, 2015
Thanks to oil, forward earnings have rolled over with the highest PE for stocks in 11 years.