Donald L. Luskin

Oilmageddon: The Sequel
Thursday, January 15, 2015
Michael Warren and Donald Luskin
Cheap oil is the new consensus. Supply and demand responses will surprise on the upside.
On the December Jobs Report
Friday, January 9, 2015
Donald L. Luskin
The best December in this business cycle -- but not 1999. The Fed can be "patient" until June.
The Deflation Hoax
Thursday, January 8, 2015
Donald L. Luskin
A 10-year yield below 2% doesn't imply a blow to growth, nor monetary deflation.
2015: Oil Change for the Global Economy, Non-US Edition
Wednesday, December 31, 2014
Donald L. Luskin
Break up the BRICs -- BR losers, IC winners. Abe gets a do-over, and the EA gets QE.
2015: Oil Change for the Global Economy, US Edition
Wednesday, December 31, 2014
Donald L. Luskin
We won the oil lottery in 2014. In 2015, we cash in the ticket. We expect a good year.
Here Come Greek Elections -- and QE from the ECB
Tuesday, December 30, 2014
Donald L. Luskin and Lorcan Roche Kelly
This Greek crisis is not a euro crisis. And sovereign bond purchases will make sure of it.
On the December FOMC
Wednesday, December 17, 2014
Donald L. Luskin
From "considerable time" to "patient." It doesn't matter -- lift-off is still on for mid-year.
Oilmageddon
Tuesday, December 16, 2014
Donald L. Luskin
After the falling knife, a new equilibrium -- below the crippling oil prices of the last decade.
Yes, It's Another Greece Crisis
Wednesday, December 10, 2014
Donald L. Luskin and Lorcan Roche Kelly
But the world has moved on, and even in the worst case the euro currency is secure.
On the November Jobs Report
Friday, December 5, 2014
Donald L. Luskin
In the sixth year of the cycle, and despite freezing weather, the best November yet.

Pages