Tapering not a conversation, and a seemingly silly question about the homeless isn’t silly at all.
Donald L. Luskin
Regime Change for the Equity Risk Premium?
Monday, April 19, 2021
Post-Covid productivity and the Fed drops the Phillips Curve. More growth, fewer recessions.
Now That We Are In a Boom, Can We Please Declare the Recession Over?
Monday, April 5, 2021
Don’t worry that the NBER hasn’t called the end of the recession. Worry when they do!
Corporate Covid ‘Windfalls’ Are a Myth
Thursday, April 1, 2021
Some big companies rose to the occasion during the pandemic and did well. But there were losers too.
On the March Jobs Report
Thursday, April 1, 2021
It’s so simple: reopen the economy. Looking ahead, the latest stimulus may hurt jobs growth.
On the Coming Corporate Tax Hikes
Wednesday, March 31, 2021
Funding infrastructure with corporate tax hikes isn’t stimulus – it’s just a hit to earnings.
On the March FOMC
Wednesday, March 17, 2021
The Fed means it. Yes, inflation can rise above 2%. No, we won’t tighten when it does.
On the February Jobs Report
Friday, March 5, 2021
A great month that could have been greater (and next month will be).
The Electric Future is Driven by Oil
Friday, February 19, 2021
Hybrids will dominate new car sales. A renewed Iran deal is a bigger threat to oil prices.
On the January Jobs Report
Friday, February 5, 2021
You want more payrolls? Forget “stimulus.” End the lockdowns.